We are introducing the ability for our clients to schedule and manage their tax appointment online. We are offering both in office and virtual appointments this year.
If you choose to schedule a virtual tax appointment this year, we do ask that you send us your tax documents via our secure online portal, Onvio, at least three days prior to your appointment. If you need assistance with this or do not currently have an Onvio account please let us know. For security we ask that you do not send sensitive documents via email.
Please also review our engagement letter. If you have the abiltiy please print, sign and bring this document with you to your tax appointment. If you are not able to print, we will have copies available at the front desk.