Updated 1.2021
We will be limiting the in person traffic to our office to keep our staff and clients safe.
If you do not have a phone appointment yet scheduled, please call the office to do so.
If you already have an appointment scheduled – You have two options to get us documents.
-Drop Box (located on East side parking lot off Sherman St)
-Secure Portal Upload (call Shelly or Dawn for your own personal link)
Please drop off or upload your documents, at a minimum, 1 week prior to your scheduled appointment.
We will only allow in person appointments on a per case basis. You will need to call us to set up either your in person or phone appointment.
What to put in the drop box:
– Name, address & phone number
– Any life changes in the past year (married, buy home, had a child)
– What stimulus amount did you receive: 1st & 2nd round
– Are you on the marketplace for health insurance
– Typical tax documents: W2s, Investments, Interest statements, etc.
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