Tax return preparation process:
DOCUMENT SUBMISSION OPTIONS:
Fax: (813) 672-8284
Portal: Call (813) 671-8700 or send an email to request access.
Drop-off or Mail: 6934 US Highway 301 South, Riverview FL 33578
You can access a general checklist of items that may be required for your tax return here:
We offer a free 5 minute initial consultation. After that, all consulting is billed at $125 per half-hour, due at the time of service.
Feel free to call and just chat with one of our accountants at any time. If no one is available to answer your questions, we can either call you back ASAP, or at a scheduled day/time.
If you prefer, you can schedule an appointment online using this link:
If there is something you think you can't discuss over the phone, feel free to schedule an office visit to discuss. Offer visits are offered on a limited basis and may require several days notice. You can call the office to schedule, or use the link above to self-schedule.
If you would like to drop off your tax return documents, you may do so at any time – no appointment necessary! If you come by outside of regular business hours, there is a mail slot in the front door for drop-offs. Please be sure to write your phone number on your packet.
Appointments are required if you would like to sit down to review, adjust and finalize your tax return in person. Please note that all information must be submitted a minimum of 72 hours prior to your appointment. You can either call the office to schedule an appointment or click the link below to self-schedule. Appointments are NOT required to pick up and/or sign tax returns that have already been finalized over the phone.
***Please note that when you self-schedule, if there is a specific accountant you would like to see; you must select their name at the top; otherwise, you will default to whoever is available at the time you select***
Schedule your appointment here: