2023 Tax Season

Document Drop-off Appointment

Tennessee Office Only

Who is this for?

Every client dropping documents off at the office now requires a drop-off appointment.

Who will I meet with?

This appointment is only for you to drop off documents and us to collect important info. You will not be meeting with an advisor or CPA during this time.

Why the change?

2022 was not our smoothest tax season. Yet despite delays, we saved the average client at least $1000 and are committed to continuing to save you as much as possible.

To minimize delays and give you the best experience possible, this year we are doing everything by appointment. No more lines, no more waiting. Get your returns done on time and maximize your tax savings.

What if I want to meet with an advisor?

Our #1 goal is to save our clients as much as possible on their tax returns. To do this, we need our CPAs and tax preparers working on your returns.

If you need to give the preparer information, please include it when you drop off your documents. If we have questions we promise to contact you.

We know this is different from what you might be used to. Here is why we have made this change:


We need the extra time to look more carefully at every return and find opportunities for more clients to save money. Rest assured, if we need clarity or there is something to meet with you about, we will call/email/text you and set up that appointment ASAP.