IMPORTANT, PLEASE READ!

To help me serve you even better and more efficiently this tax season, we've decided to introduce a secure online portal where you can easily upload your tax documents.

This way, I can review everything and get a head start on preparing your return before you even arrive—saving us both valuable time!

Here's what I need from you to make this new process smooth and effective (and hopefully a little less stressful for everyone):

1.
Please either drop off your physical 2025 tax documents or upload them through our new secure online portal.

I'd greatly appreciate having these at least 2 weeks before your scheduled appointment. If the documents aren't received by then, I'll unfortunately need to reschedule your review and signing appointment. I truly want to avoid that, so thank you in advance for helping me stay on track!

If you prefer dropping off physical copies, I'll soon have a secure, locked dropbox on my front porch. Once it's ready, feel free to swing by anytime—no need to coordinate schedules. It'll make things so much easier!

2.
This year, our in-person appointments will be 30-minute sessions focused on reviewing your completed return (assuming we've received your documents on time in step 1).

We'll discuss strategies to optimize your taxes and overall financial picture, you'll sign your return, and I'll get it e-filed for you right then and there.

A few key notes for this year:
*Please don't email tax documents or questions—instead, use the secure portal for uploads. If something is urgent, feel free to call or text me. Otherwise, I'm happy to address everything during your appointment.

*Thank you so much for your patience as we transition to this new system. My goal is always to serve you to the very best of my ability, and I truly appreciate your understanding during this busy season.

*Finally, I know the online booking calendar isn't live yet for 2026 appointments. We're working hard to integrate it with the new portal, and it should be up and running very soon. I'm looking forward to taking great care of your taxes this year!

Warm regards,

Nichole Maly & Team