Do I need an appointment to drop off my tax information?
No, most everything is handled electronically through our secure web portal.
Where are you located?
We are located at 36 Mechanic St, Suite 104 in Foxboro, 1/4 mile from Foxborough center. We are directly across from Maple Avenue.
Do you E-file the tax returns?
Yes, all tax returns are e-filed.
What do I need to provide when I send you my taxes?
Any and all tax forms such as W-2's, 1099's etc.
Proof of health insurance form
List of Donations (if applicable)
Direct Deposit Information (if expecting a refund)
Date and amounts of any estimated tax payments
We do not want any receipts
If you are a first-time client, we will need a copy of your prior year tax return as well as all of the current year’s tax information.
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