2027 Discounts

  • Drop Off/Mail In Discounts, by Feb. 21st 10%
  • Drop Off/Mail In Discounts, by March 16th 5%
  • Senior Citizen Discount (Age 65+) 10%
  • Child/Student Discount 30-50%
  • Veterans' Discount 10%
  • Referral Discount (10% to you and the person you refer)
Colleagues reviewing financial documents together

1. Drop off Tax Documents at our office

Clients can drop off tax documents from 9:00am-5:00pm Monday through Friday and on Saturdays from 9:00am-1:00pm starting February 1st.

2. Mail or UPS your Tax Documents

3. Email your documents

Please email all your Tax Documents in one email to tax@adelphiadvice.com.

4. SmartVault Secure Portal

To request a link to SmartVault, please send an email to dan@adelphiadvice.com and we will supply a link which will allow you to create a secure portal. In the subject line, please write “Portal Request”.