1. Gather Your Documents

Enclose documents such as a copy of your photo ID, copy of social security card(s), W-2s, and other relevant documents in a folder/envelope. Please include your name, phone number, and email.

2. Drop Off

When you come to drop off your documents, please give us a call at (360) 922-0235 when you arrive. Clients can choose to drop off documents at the front desk or we can meet you at the curb to collect your documents.

3. Review and Sign

Once your tax return is complete, your tax preparer will contact you to discuss options to review and sign. Clients can choose to schedule a time to come and sign, either from your vehicle or inside our office. Clients are also able to sign remotely via DocuSign.

Our Office

1530 Birchwood Ave Ste D
Bellingham, WA 98225

Hours
Mon - Fri: 9:00 AM - 5:00 PM
Open all year long!

Phone
(360) 922-0235