Broker Check
Tax Season 2023

Tax Season 2023

It’s that time of year again! The IRS will officially begin accepting returns as of January 23, 2023.

As in recent years, we recommend drop-offs and pickups of tax materials be completed as single-client or household transactions to help us maintain social distancing. If you would prefer that no other clients are in the lobby when you drop-off or pickup, please call ahead. We ask individuals who are ill to refrain from coming to the office and encourage clients to wear masks if they wish. All high-touch surfaces will be sanitized routinely to protect staff and customers.

To expedite the drop-off process, intake forms can be provided ahead of time and taxpayers can complete all documents prior to arrival.


We advise everyone to read the Meeting With Us link under the About tab, to review all possible documents that may be needed to complete your taxes. Not all will be required for every situation, but double checking the list should prevent you from forgetting anything!

Please note two items of importance: the hourly rate to complete taxes has increased to $150.00 per hour, marking the first increase in nearly a decade. The fee for returns will still be calculated based on the length of time necessary to complete all required research and forms.

Also, please be advised that all tax materials must be submitted Friday, March 31. Anything submitted following that deadline will require an extension.

Tax season hours will remain the same as in previous years, going into effect on Monday, February 6th. Extended hours are as follows: Mondays through Thursdays from 8:30am to 6pm, Fridays from 8:30am to 4pm, and Saturdays from 9am to 2pm.

If you have questions regarding our hours or any of the above, please reach out to the office. As always, we thank you for your previous and continued business and look forward to assisting you this season.

<b>Full Service Accounting Firm</b>

Full Service Accounting Firm

  • Accounting
  • Bookkeeping & Payroll
  • Cash Flow & Budgeting Analysis
  • Financial Forecast and Projections
  • Financial Statements
  • Tax Planning & Preparation
  • Estate, Gift and Trust Tax Return Preparation
  • Accounting Software Selection & Implementation
<strong>About Us</strong>

About Us

Years of experience have prepared us to guide you through life's transitions.

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<strong>Our Team</strong>

Our Team

Our advisors are ready to evaluate and support all your potential investments.

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<strong>Our Philosophy</strong>

Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin