DEADLINE April 15th

Please Read

  • All forms and/or additional support documents must be uploaded/submited by March 25th,

  • If you upload/submit your documents after March 25th, . We are offering to file an Extension. We cannot ensure we can file your Income Tax by the Tax Deadline April 15th,

  • You can make your appointment using WhatsApp Click Here

What's New this Year? Important, please read.


Wishing you a prosperous 2024 filled with good health! As we navigate through the complex tax landscape, we're committed to making your tax filing process as seamless as possible. Here's what you need to know and do: 

What Should I Know?

New Approach:
This year, we're introducing a new approach. Submit all your tax documents in advance, either through our secure portal, by mail, or in person.

Data Security:
With evolving data security requirements, processing data before our meeting is essential. If emailing documents, please password-protect them or go to to use our easy and secure Client Portal.

Cooperation Request: For a smooth process, kindly respond to our emails promptly and provide 100% of your Tax Support documents. This is important for having your Tax Filing on time. 

What Should I Do?

Submission Deadline:
The filing deadline for personal tax returns (Form 1040), gift tax returns (Form 709), and Trusts (Form 1041) is April 15th, 2024. Submit your tax information by March 25th for timely completion. Visit

Extensions: Information received after March 25th may result in an extension. Remember, an extension defers filing, not the payment of taxes, due by April 15th.

Communication: While many queries can be addressed via email, let us know if you prefer a phone discussion for unique circumstances. Appointments leading up to the deadline are limited, so early scheduling and documents submission is encouraged. 

FBARs (Foreign Bank & Financial Accounts Report): If applicable, FBARs are due on April 15th, 2024. An automatic extension until October 15th, 2024, is available. Include this information with your Tax Support documentation if needed.

Location and contact Information: We appreciate your cooperation and look forward to ensuringa smooth and accurate tax filing process for you in 2024. Contact us for any questions or concerns.

How do we work? Step by step. Please read.


Step 1

Get Ready

Make sure you have all your tax documents ready.

If you anticipate receiving additional forms in the coming days, please wait until you have all your documents.

Tax amendments incur an extra cost.

Step 2

Upload/Bring your Docs

You must send your documents to secure an appointment.

No exceptions.

Losing your appointment due to pending documents will result in a delay in your income tax preparation.

Step 3

How to...:

Upload Documents: Use our easy and secure Client Portal

Drop off: you can mail or drop off your documents any time before March 25th, please check our Contact Page

We have a dedicated support team available to assist you. Feel free to call us (También en Español).

Step 4

Get your appointment

Once we have your documents, feel free to call us to schedule your in-person or phone call appointment.

We do not schedule any appointments without your documents first.

Our over 35 years of experience have shown that clients often forget to bring some documents.

Step 5

Day of appointment

If you have scheduled an in-person appointment, it's crucial to show up on time as appointments are scheduled back-to-back.

For a scheduled phone call appointment, please be prepared. We will call you at the designated time. Alternatively, feel free to call us during your appointment time.

Please update your contact information here

Step 6

Pay Pickup and Signature

You will be notified when your tax is ready for pickup and signature.

For your convenience, we have an easy e-signature system.

You can also stop by to sign your documents (call us in advance to have your documents ready), or you can print and send your signature by mail.

Step 7

You are all set!

At this point, everything is in order.

If applicable, ensure the timely submission of your tax payment.

For any additional questions unrelated to your tax return, rest assured they will be addressed after April 15th.

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