Virtual, from anywhere in PA or DE
Register, upload, review, and sign without leaving home. Connie will call or FaceTime when the return is ready so you are never staring at a PDF alone.
Go to the portalThe process
Same personal service. Submitted online.
Most clients never set foot in an office. If you would rather hand over a folder, Connie still picks up and drops off in the Reading area.
01
Open your secure portal
Register from this website. Create a password once. From then on you upload documents from home — no appointment required.
02
Upload your documents
W-2s, 1099s, last year’s return, a photo of your driver’s license. Add files as they arrive. Connie will message you if anything is missing.
Open the document checklist03
Connie prepares your return
You work directly with Connie — not a seasonal call center. She files Federal, State, and Local, then walks you through the result by phone or FaceTime.
04
Review, e-sign, and file
You review the return in the portal, sign remotely, and she e-files. Refunds go by direct deposit. Every return includes identity-theft and $1 million audit protection.
Pickup and drop-off
Contactless document pickup is available around Mohrsville, Reading, Sinking Spring, and Myerstown. Call (610) 929-2515 to arrange a time.
Call to schedule pickupReady to simplify tax season?
Open the secure portal, call, or send a note. Connie will take it from there — no franchise, no waiting room.