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Appointments and Scheduling
All appointments are in Quincy at the Marina Bay office. The address is 500 Victory Road, Suite 400, Quincy, MA 02171.
All mail and tax document drop offs are accepted at both offices.
If you need to discuss your tax situation forms or have a quick question, you must set up an appointment on my calendar (see below). By doing this, I can speak to you without any interruptions. You may use the “customer follow up” or “document review” options.
You may drop off your documents at our Braintree or Quincy location. Any questions, please contact us at 508.203.1676.
How to Share Information
Intuit Link is an online tax organizer (questionnaire) which allows you to answer questions about your current tax situation and uploads your documents (even via mobile phone) in an organized manner. It’s an easy to use data collection service integrated with Intuit. You can keep track of submissions and missing information. This option allows you to access your documents and tax returns all year.
Sharefile is our online portal which allows us to securely share documents with you. Also, you may upload files, such as your Turbo Tax file (as requested). It does not have a questionnaire or track missing information. It is solely used to share files, such as spreadsheets, Power of Attorneys, tax forms, etc., securely.
Lillian is our Executive Administrator. She will reach out to you regarding appointments and confirm receipt of all necessary documents for the preparation of your returns. She will also ensure that all communications regarding your tax and accounting needs are brought to my attention.