Scheduling Appointments:

   The best way to schedule an appointment is through our online appointment service

   If you plan on calling in to schedule an appointment please leave a detailed message and someone will respond within 1-2 business days

   If you plan on emailing to schedule an appointment, please allow up to one business day for a response.

Sending Tax Documents:

Uploading electronically:

We continue to use our secure folder sharing web application called ShareFile.

If you have already uploaded or downloaded a document from ShareFile before, you can login our from the menu bar above. If you can not remember your password, simply select “Forgot Password” to follow the steps to reset your password.

If you have never uploaded or downloaded a document from ShareFile, please contact our team to set up your account.

Fax:
Our fax number is 215-985-0108. Please put documents of multiple pages in order before sending. You may need to make a copy of the back side of pages and slip them in order before faxing. You will be notified when documents have been received.

Mailing your documents:
If you plan on mailing your documents, keep your originals, send copies if possible and request a tracking number from the Post Office. Contact our office for additional mailing instructions.

Virtual Appointments:

We will be performing virtual appointments for all clients. You will receive a Zoom link when scheduling your appointment. Other appointment options are available such as: phone, FaceTime or Skype. If you have any concerns or are unsure how to have a virtual appointment, please contact our office.

Receiving your 2023 Tax Return:

We will be using DocuSign again this year to securely review and sign your tax return electronically. A copy of your completed return will be uploaded to your ShareFile folder or emailed to you upon request. Please contact our office if you have any questions or concerns.