Working Old-School

For clients who prefer traditional methods, no problem.  You can get us your documents by mail or FedEx.  If you prefer, you can drop them off at our Coolidge Corner office.  There is a mail slot in the office door.  If you want to be sure that we are there to receive them, please call ahead. 

Once we have your paperwork, we'll talk.  We'll schedule a phone appointment.  We need to ask questions, to be sure we get your taxes right.  We also want you to feel free to ask whatever questions you have. 

Tax planning is often part of our appointment.  Whether you want to set up estimated tax payments for the current year, understand the tax implications of upcoming events, or do some longer-term planning, we're happy to help.

When your taxes are complete, we need to get your signatures so that we can e-file the tax returns.  We'll email the signature pages to you, or mail them with a stamped, self-addressed envelope.  Just sign and date the paperwork, and pop them in the mail.  When we get them back, we can file your taxes. 

Finally, we also need to get you copies of the completed returns, and get your original documents back to you.  We'll mail them to you, generally within a few days.  If you prefer, we can have them ready in the office for you to pick up.