Welcome to Friendly Accounting!
We are currently scheduling appointments for the upcoming tax filing season. Please call our office and our receptionist will help find a time that works best for your schedule. Unfortunately, we are unable to take new clients at this time.
We ask that you limit the number of individuals you bring to your appointment and reschedule your appointment if you are ill. Drop-offs, virtual appointments, and using our secure Portal are other options that are strongly encouraged.
When gathering your tax documents, please make sure to bring all notices from the IRS / State, property tax statements, retirement/investment statements, social security statements, etc. If you have children, you will also need to provide Proof of residency (document with their name and your mailing address) for each child.
Please note that an informational Intake Packet is required to accompany all Drop Off returns. Packets can be obtained from this website, our Facebook page or at the office.
-We no longer proces non-profit, trust & estate returns.
-New Business Consults are on hold until after the tax filing season has ended.