Existing Clients

If you are an existing client, we will do our best to fit you in.

If you already have access to your secure ShareFile folder, please upload your documents there. Once all documents have been uploaded, send us an email with the subject line “READY – [Last Name]” to let us know your file is complete.

If you need access to your ShareFile folder, simply email us with the subject line “Waiting List”, and we will send you a secure link to upload your documents.

Returns will be prepared in the order clients confirm they are ready. If needed, we will file an extension on your behalf. Please note that any expected balance is still due by the filing deadline.

We are not accepting new clients for the current tax season.

Thank you for your continued support and understanding during this busy time.

Sending Tax Documents:

Uploading electronically:

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

Upload to Our Secure Client Portal

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 a copy of your 2025 Tax Return:

We are 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.