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Digital drop-off

Digital tax drop-off in Rhode Island

Skip the visit. Send photos of your documents, and sign your finished return from your phone.

How it works

  1. Snap. Take phone photos of your W-2s, 1099s and photo ID. No scanner needed. Clear photos work fine.
  2. Answer. Fill out a short questionnaire and upload everything to our secure client portal.
  3. Joe prepares it. The same preparer, the same return you would get at an appointment.
  4. Sign from your phone. You review the finished return, sign it, and pay by Venmo or Cash App, or from your refund.

Not sure what to photograph? Here is the full list.

What it costs

A personal return by digital drop-off is $200. New clients pay $150 the first year. A senior or simple return, with retirement or Social Security income, is $100. Each dependent is +$50. Drop-off costs less than an in-person appointment, because you are not using a chair.

Who it is for

Anyone who would rather not spend a weekend hour in an office: people working weekends, people outside Providence, and people who already keep their documents on their phone. You do not need to live in Rhode Island.

The upload link will appear here when drop-off opens for the season.

Questions about drop-off

Is there an extra fee for digital drop-off?

No. Drop-off costs less than an in-person appointment: $200 for a personal return instead of $250, and $100 for a senior or simple return instead of $125.

Where do my documents go?

Into our secure client portal, the one built into the tax software. This website never asks for your documents or your Social Security number.

Do I need a scanner or a computer?

No. Phone photos are enough, and you sign the finished return from your phone.

Do I have to live in Rhode Island?

No. Drop-off works from anywhere.

How do I pay?

By Venmo or Cash App, or ask about having the fee taken from your refund.

Drop-off pricing
$200

Personal return.

New clients: $150 the first year.

Retirement or Social Security income: $100.

Dependents +$50 each.

Prefer to sit down with Joe?

Weekend appointments run Saturday and Sunday, 9am to 9pm, all year.

Book your appointment