Below is our COVID-19 Office Protocol that we will be following in order to
keep you, your family and our staff safe and healthy during tax season, yet
continue to serve you:
DROP OFF PROTOCOL
Upon arriving at the office, please leave your tax paperwork in the box located
between the set of double doors. We will check the box throughout the day.
You can also use the drop box located at the back of the building. Please make
sure to push your envelope down the INCOMING MAIL slot so it reaches the
locked box at the bottom.
Please follow the above protocols if providing missing documentation at a later
Make sure your “Green Sheet” Use of Tax Information by Preparers of Returns
has been signed and is enclosed with your paperwork. This must be signed
BEFORE we prepare your tax return. Both individuals must sign if it is a joint
Tax information can also be mailed to us or uploaded to your client portal in ShareFile.
You do not need to setup an appointment ahead of time to drop off your information.
If you would like a meeting to review your support documents or prepared return,
please email or call Justus at firstname.lastname@example.org or (262) 554-0923.
Once completed, we will mail your return to you and upload it to your client portal.