Return Preparation Process - Steps and Forms

NEW CLIENTS ONLY: Please contact our office by phone prior to submitting any paperwork.  

Requirements of ALL tax returns prepared

1) Complete the Engagement Letter and Client Questionnaire. 
This must be done for each tax return to be completed.Complete either the online versions within your TaxDome portal account (preferred) or a paper version provided to you.

2) Provide your tax documents.  You can provide your documents by any of the following methods:

• By uploading in your TaxDome portal account (preferred), mail, drop off, or by fax to 1-609-752-0708
• DO NOT email your tax documents.  This is not a secure method of delivery of sensitive and private information!

3) Delivery of your completed tax return copies for review.  All clients are provided with a secure PDF copy within their TaxDome portal account for viewing, downloading, or printing. The method of delivery is selected when you complete the client questionnaire. Delivery by mail or pick-up from the office available upon request for the stated price below.

4) Payment for our services is due upon delivery of your prepared tax returns for review. You can pay via cash or check (preferred), ACH debit from your bank account, or online by electronic invoice.  The default method will follow your return delivery method chosen when you complete the Client Questionnaire.

5) E-File Signature Authorization(s): This is critical and the most important step.  You, and your spouse, if filing jointly, must both sign, date, and return the supplied E-File Authorization forms. These forms are your attestation that you have reviewed the prepared return(s) and authorize us to E-File them on your behalf. Without these signatures, your tax return will NOT be e-filed until completed.  This can be done by KBA compliant e-signatures within the TaxDome portal or by physical signature.  You will select the method when completing the Client Questionnaire.

Phone: 609-752-0707
Fax: 609-752-0708
Email: [email protected]
More Information

Office Hours

February 2, 2026 - April 15, 2026
Normal office hours will be posted.
Mon: 9-5pm
Tue: 12-8pm
Wed: 9-5pm
Thur: 12-8pm
Fri: Closed
Sat: 9-4pm
Sun: Closed

April 16th, 2026 - January 31, 2026
By appt only. Please call.