Convenience

No Office Visit Necessary. Over the years, we have prepared thousands of tax returns without the necessity of an in-person office visit.   After we receive your tax documents, our office will contact you by telephone and email to schedule a telephone meeting to finalize your return.  Thousands of our clients find it easy to send their documents (W-2s, 1099s, etc.) to us in one of the following ways:

  • We provide a free prepaid FedEx envelope to our clients for reliable delivery of their documents to our office.
  • We offer a secure, free web portal accessed via our website.  ShareFile™ is highly-secure and reliable.   All communications between ShareFile™ and the user are encrypted with the Secure Socket Layer (SSL). This is the same functionality used by banks and many other e-commerce companies.  This portal provides clients with 24/7 access to their tax returns.
  • Many clients prefer to directly email their tax documents – Email TaxFirm.
  • Clients also fax their tax documents to us at 1.732.244.0200.

Traditional In Office Tax Appointments. We offer traditional in office appointments for clients who would like to meet with one of our tax professionals in person at our main office at 650 Washington Street, Toms River, New Jersey.  We will be opening an office in Washington, DC in mid – 2011.