What are your business hours and holiday schedule?
Most of the year we are open from Monday through Friday, 8:30am to 5:00pm. Between Memorial Day and Labor Day we close the office at 1:00pm on Fridays in order to maximize our vitamin D intake and our enjoyment of what little sun we get in the Pacific Northwest. 

Our office observes the following holidays:

New Year’s Day
Memorial Day
Independence Day
Labor Day
Christmas Day

How can I get a copy of my tax return from you?
Simply call or email us and let us know the specific return(s) you need and whether you want a hard copy or a PDF.  We can deliver a PDF copy to you quickly by using our client Portal.  This is a secure website where you can log in using your own email and unique password to retrieve documents that we post for you. You can also post documents for us to retrieve via the Portal. 

Can you send a copy of my tax return/K-1s to my banker?
Yes, but in order for us to do so, we are required to have you to fill out a consent to disclosure form.  Only once we have your signed disclosure form can we share your tax information with another party. See our Client Portal page for information on the fastest and easiest way for us to provide your tax information to a third party. You can also download a copy of the disclosure form on our Portal page. 

How can I be added to the mailing list for your newsletter?
Quite simple.  Just call or email Amy and indicate whether you would like to receive the electronic version (delivered via email) or hard copy.