- Quick Services: Schedule a drop-off, pick-up, or a desk or phone consultation.
- Tax Returns: Select the tax return option that sounds most like your situation.
- Other Services: Accounting, IRS assistance, and business formation appointments can be found here.
On the service menu, every service has the link, "Read More", which will take you to the service page that will provide you with additional details about the service. For more information, or if you have trouble navigating our new booking page, feel free to call or email us.
Click here for information on our Digital Drop-off Service!
Quick Services
These are complimentary, 15-minute appointments. Scheduling a drop-off or a pickup helps us reduce your wait time, as well as giving us the time we need to check your ID and to let you know if you've missed a document (such as proof of residency for a dependent). Consultations are generally not taken between February - April.
Tax Returns
We offer four tax preparation appointments. For our clients that receive W2's from their work, you will select the "Independent Pelican."
If you have a side-gig, rental properties, or otherwise receive money not reported on a W2, you will select the "Enterprising Pelican."
If you own a business that is required to file a separate tax return from your personal return, select the "Separate Business + Personal" option to have both your business and personal return completed in the same appointment.
Many of our clients bring their parents or adult children to get their taxes done all at the same time, making their tax appointment something of a family reunion! Please schedule a separate appointment for each tax return that we will be working on. For example, a husband, wife, and their school-aged child will file on the same tax return - this is one appointment. If that family also brings their adult child who lives separately from the family and earns enough income to file a tax return, they would schedule a separate appointment.
Other Services:
In this section, you can book an appointment for...
Accounting services, which include notarization, 1099 creation & filing, itemized deductions tallying, and business bookkeeping.
Business Formation services, such as registering for an EIN and with the Oklahoma Secretary of State.
Verification Letter services: If the IRS or the Oklahoma Taxpayer Commission sends you a letter to verify your identity or documents, we can help you get through the process.
IRS Assistance - We can help you manage whatever the IRS is sending you letters about! These appointments are generally not scheduled February through April.