In-Person Options
We ask that clients provide their tax documents at least 24 hours before their appointment. We have three simple ways for documents to get to our office: by text, by uploading documents to the portal, or by dropping your documents off—take your pick! Please use the scheduler to find an appointment for you.
Text Line
To make submitting documents easier, we have added a secure text line. You can send clear images of your tax documents to our secure text line at 405-482-3799. This line is for texting images only. If you have questions or concerns, please call our office.
Drop Off
You can drop off your documents using our secure night box located on the orange wall by our front door. This drop box is accessible only to our staff from inside our building. Our office is located in the Park Estates Shopping Center at 1039 NE 36th Street.
Submit Online
You can upload your documents to our secure online portal before your appointment. If you have an account, log in below. If you are new to the portal, request access below.