Drop Off Services

Save the appointment – drop off your taxes!

To help us do your taxes (and keep the phone calls to a minimum) when using our drop-off services, please print this form. By completing the Drop Off Organizer, it will help insure that we have all the information needed to complete your tax return accurately.  Please click on our “PTS Client Portal” tab for information on how to transfer this information to us electronically.

Health insurance coverage is still mandatory in 2017.  Please make sure to fill out the Affordable Care Act Health Insurance Questionnaire.   Health Insurance Questionnaire

Please print the Drop Off Contact Form to complete your address and contact information.  We will call you after we’ve reviewed your information for a short telephone interview.  Please indicate which phone number to call and what times are convenient for you.

The following forms should be included with all “dropped off” and “mailed in” tax information:

Drop Off Contact Form

Drop Off Organizer

Health Insurance Questionnaire

Foreign Assets

Direct Deposit Authorization (if you are requesting applicable refunds be deposited directly to your bank)