Tax Return Preparation Options

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

Adelphi Financial

56 Main Street, Ste 3C

Flemington, NJ 08822

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”.