Drop Off

• Locked, secure drop box

• I collect documents every Thursday.

• Office open from 9 am to 5 pm Monday through Saturday

• 475 West Town Place, Ste 205B, St Augustine, FL 32092

• Client form and pen next to drop box

• I will text and email when we receive documents

• I will email or text if I have any questions

• Once complete I will email return to review and e-sign

• Turn around 2 weeks

Upload

• Super secure online portal, SmartVault

• Quickest service

• Click button to fill out Client Form

• Wait for email to set up access to SmartVault

• View video on how to upload documents

• Scan and upload all necessary items to Client Source Document folder under TY19

• I will text or email with any questions

• Once complete I will email your return to review and e-sign

• Turn around 1 week

• If you are a previous client, you can upload all docs to your SmartVault and send us a text.

Appointment

• Click the Schedule Face to Face button

• Choose a day and time that suits your schedule

• I will receive your appointment time

• I will send you a link to fill out the Client Form

• I will send you a reminder text of the appointment 1 day in advance

• Bring all your tax documents

• I will sit with you and prepare the return, review last year's, and prepare for next year

• Turn around 2 hours on appt day