We offer two options for tax preparation according to your preference: appointments or "drop-off" service.
  • If you choose to make an appointment, we encourage you to view available dates and request an appointment online now, as times will fill up quickly.
  • If you choose to "drop-off", it is not necessary to schedule an appointment. Please provide your tax information, we will then contact you with questions and when your returns are complete.


In-office, scheduled tax preparation appointment.
  • Face to face meeting with Stephen W. Callahan, CPA
  • Appointments generally run 45 - 90 minutes
  • We recommend appointments for first time clients with:
    • business income
    • rental properties
    • lengthy itemized deductions
    • multiple tax years to be filed
    • IRS problems
  • Appointments are also recommended for tax years with extraordinary events:
    • start a new business
    • sale of property
    • unusual investment transactions (cost basis unavailable or very old)
    • death of taxpayer
    • estate or inheritance issues

» Request an appointment «


No appointment neccesary. Provide us your tax preparation materials, we contact you when complete.
  • Drop off returns are prepared by Stephen W. Callahan, CPA, in the order they are received
  • We may contact you if questions arise, giving you the opportunity to respond at your convenience
  • We will contact you when your returns are complete to arrange for your signatures to finalize filing
  • If we find a need for further discussion, we will schedule a meeting during preparation, at pickup, or off season
These materials are required for all drop-off clients:
  • All forms W2, 1099 and other relevant financial information.
  • View a list of what to bring.
You can provide your tax information to us by one of the following methods:


Still not sure which tax preparation type is best for you?
  • Call us at 251-300-6020 to discuss your individual situation and we will help you decide.
  • You are not locked in to one option - you can change year to year.