Tax Preparation Overview
The 2026 tax filing season (for 2025 returns) begins in late January. If you get your tax documents sooner, we will prepare your tax return and file it as soon as the IRS starts accepting tax returns for the 2025 tax season.
We are no longer accepting new clients for the 2025 tax year.
To become a client for the 2026 tax year, please provide a copy of your completed 2025 tax return to our office by September 30, 2026.
Current Clients: Let's get your taxes done!
All tax documents necessary to complete your tax return must be received by March 31st. Tax documents received on or after April 1st may need to be extended. Please see below for extension details.
Drop-off your tax documents
Assemble your tax documents, drop them off, and we'll call you when they're done!
- Select Individual Tax Returns from the right hand menu. There, you will find a checklist of commonly needed items and a few new tax law changes that may apply to you.
- Fill out the Individual Tax Return (Drop-off Form). (Please complete the form prior to dropping off your tax documents.)
- Drop off your tax documents. If our office is closed, place your returns in our secure drop box, located to the left of our front door.
- You will receive a call from our office once your tax return is ready for your signature. A valid photo ID will be required when picking up tax documents.
Client Portal
Clients may access our secure client portal by clicking here or by going to: https://app.taxdome.com/login?
For help with your secure portal set-up, please call our office during normal business hours.
Appointments
We have a limited number of appointments available each year from January through March 31st. Use the link below to schedule your appointment. Appointments fill up quickly; if there are no appointments available, please provide us with your tax documents by drop-off.
Need an extension?
Filing an extension gives you extra time to file; it does not give you extra time to pay. If you would like to send an estimated payment to avoid a potential tax penalty, please provide a written check to our office.
Need an appointment? Call 269-685-8047
Or
Click here to schedule your own appointment online.
Click here to make a payment.