Choose a question below. Please keep personal information and tax documents out of ordinary email and text.
Download the intake and engagement packet or email yourself a blank copy.
Request a SmartVault invitation to upload your signed packet and tax documents securely. Already have access?
SWT can arrange to deduct tax preparation fees from your refund. Additional bank fees apply. See payment details.
Use the client checklist to see what to gather for tax preparation.
Visit The SWT Blog for articles on taxes, money, and running your business.
Text 717-978-0469 or use our Contact page. Please allow up to 48 hours for a response. If your question involves an IRS notice or tax documents, ask us how to share them securely.