Let's Chat
Like the good old days when we could sit down in person and complete your returns while we chat over a beverage, we want to SEE you! Because our office has moved and times have changed, we can no longer physically be in the same room together. But we can have virtual meetings and correspond via email and text. And don’t worry, we’ve been doing this since 2016 when Diane got her new kidney and became immune compromised. We’re well versed in remote work and hope you will trust that we can have just as much fun on a video or phone call!
Please select a Taxpert below to begin scheduling your meeting with us! As always, if you need anything, please call or text our office: 503-914-5844.
We are more prepared than ever before to meet the challenges and advances of this coming year. In order to be more efficient and more connected to you, our clients and friends, this tax season we will be taking appointments by phone or Video call.
Sending your documents is easier and safer than ever. Make an appointment with one of our taxperts above to get further instructions.
Sending documents
Current Clients:
Send Documents through our Secure Link:
Send Documents by Mail:
PO Box 2500
Slidell, LA 70459
*** IMPORTANT NOTE***
If you choose to mail documents: Please NEVER mail original copies! We can't guarantee the reliability of mail services. And as safe and careful as we are with your information and documents, we can't guarantee that something outside of our control won't happen to them. We are not liable for any documents being lost or damaged en route, so please only send copies.
Please contact us first to ensure we can accommodate you before sending any documents.
We will process documents in the order received. Please label all files with your name and any other pertinent information. Once we have reviewed your documents, we will get in touch with you as soon as we can.
Information for this thingy goes here - please inform.... :)