WARNING - Do not use FedEx for document delivery.

They are not hand-delivering documents inside our door. They are leaving packages outside our door exposed to the elements and easy theft. Use UPS and USPS—both offer signature and tracking services and secure delivery.

2020 Tax Season

File Your Taxes in 4 Easy Steps!


Monday to Friday: 9AM to 7PM

Saturday: 9AM to 5PM | Sunday: Closed

PLEASE NOTE: We are not taking appointments due to COVID-19

Simply send or drop-off your documents and your preparer will contact you to review them.

Lead-time is currently about a week. 


Gather Your Documents

  • Gather all your documents and submit the following:

    • 2020 Tax Preparation Checklist​

    • Copies of your IDs—front and back

    • All required worksheets mentioned on the checklist

    • The exact amounts of any stimulus or EIP payments received in 2020 or early 2021 as both payments are rebates on your 2020 tax return—while not taxable they must be reported or it may delay the filing of your return and any refunds due.

    • All your tax documents

You can find the Tax Preparation Checklist and all the forms and worksheets needed in our Document Center. Most are available as downloadable and fillable PDFs.


This year we are introducing easy-to-use online forms powered by JotForm that let you conveniently fill out forms online—nothing to download and you can easily attach documents using drag and drop.​​


Submit Your Documents

  • There are now 5 ways to submit your documents:

    • Drop Off—Bring your documents to our office.

    • Mail—Send your documents via USPS or another carrier to our office.

    • Portal—Submit your documents via our newly updated Secure Online Portal.

    • Online Form—Use the Tax Prep Checklist Online Form and simply attach your tax documents.

NOTE:  Digital Documents MUST BE CLEAR.

  • ​Faxes: We DO NOT ACCEPT tax documents by fax—please mail, upload, or drop them off.

  • Email: 

    • Emailed documents ARE NOT SECURE.

    • If you choose to email your documents, they must be sent as attachments, not embedded in the body of the email. 

  • File formats: We only accept these file formats: PDF, JPEG, XLS, DOC.

  • File names: All documents should be clearly named. 

Due to the high volume of digital documents this year, we must reject any documents not sent as instructed above. 


Receive Your Return—Sign and Pay

  • There are now 4 ways to sign your signature forms and pay:

    • ​Pickup—Get a printed copy of tax documents, sign, and pay at the office.

    • Mailed—Have sent a printed copy of tax documents, then return signatures and check payment in the self-addressed envelope provided.

    • Secure Online Portal—Receive a PDF copy of tax documents, sign using an e-signature link and pay online.

    • Pay-By-Phone—Call the office to pay by debit or credit card. 

IMPORTANT: Tax Returns are not e-filed until signatures and payment have been received.


Tax Payments and Refunds

  • Tax Payments—If you owe money to the IRS or State, there will be vouchers included with your tax documents. There will be instructions that include the address, payment amount, and date due or you may make other arrangements with your tax preparer including Electronic Withdrawal. 

  • Tax Refunds—If you are owed a refund you can track it using our Track-My-Refund tool.

Have more questions?

We are here to assist. Contact us by phone, email or via our social media channels.

Having technical issues?

We are here to assist. Submit a support ticket below and someone will get back to you.

© 2021 Pace Accounting & Tax Services, Inc. 

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