BUSINESS HOURS
TAX SEASON BUSINESS HOURS FOR WALK-INS:
(Mid-January thru Mid-April)
Monday, Wednesday, Friday 10AM - 6PM
Saturday 10AM - 4PM
Tuesday & Thursday By Appointment - Drop Box Available in Entry
OFF SEASON BUSINESS HOURS FOR WALK-INS:
(Mid-April thru Mid-December)
Monday, Wednesday, Friday 10AM - 3PM
Tuesday & Thursday By Appointment
PRE-SEASON HOURS
(mid-December thru mid-January)
Monday - Friday By Appointment Only
NEW CLIENTS: Please complete our Client Inquiry Process prior to stopping by or dropping off documentation. We have limited availability and unfortunately cannot accept every client. New clients who stop or call to apply may still be required to set up an online account for the application. Thank you for your understanding.
IMPORTANT DATES
01/15/25 Tax Season Business Hours start. Make 4th Quarter Estimated Payments by today.
02/21/25 Partnerships and Corporations submit complete information by today and avoid extension.
03/14/25 Cut-off for individual Form 1040 filers is the EARLIER OF today OR when we reach capacity to complete returns by the April deadline. The earlier you submit, the better.
04/01/25 We will begin to contact individuals in the portal that did not make our cut-off to discuss filing their extensions. If you do not want an extension filed on your behalf as agreed to in your prior year engagement letter, please let us know by today.
04/14/25 Off Season Business Hours start.
04/15/25 Tax season ends. File extensions, make IRA/HSA contributions, and pay 1st Quarter estimated payments by today.
06/15/25 Pay Quarter 2 estimated payments by today.
08/15/25 Partnerships and Corporations submit information by today for guaranteed completion by 9/15 extended due date.
08/29/25 Individual 1040 filers submit personal tax information by today to guarantee completion by the 10/15 deadline.
09/15/25 Pay Quarter 3 estimated payments by today. Extension Season ends for Partnerships/Corporations.
09/30/25 Last day to submit tax info for preparation. No guarantee of completion by any deadline. After this date, any tax information we accept may not be prepared until January 2026.
10/15/25 Extension season ends for individual 1040 filers.
11/21/25 Appointments for mid-year planning may no longer be available unless otherwise stated/invited.
12/13/25 The office will be closed through 01/13/2026 in anticipation of tax season.
