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For Personal Return Tax Clients Only

(Individual and/or Joint Returns)

If you would like to bypass the informational meeting and go straight to receiving your estimate, the following steps need to be completed:

  • Upload the last individual tax return you filed
  • Upload the Individual Tax Info Sheet (make sure to list a valid email address)

SECURE UPLOAD LINK:  Finance Dropbox

We will email you an estimate within 24 business hours

  • Gentle Reminder to check your SPAM/JUNK folder

Office Hours:

  • Monday - Thursday From 9:00 AM - 6:00 PM CST
    Friday From 9:00 AM - 5:00 PM CST
    In Office is By Appointment Only