Should I plan to drop off my tax documents or make an appointment?

Your call!  Some clients prefer to drop and run, and await a call when the returns are complete.  Others like to sit and get the running commentary, and leave with the finished product, and with a better understanding of the process as well as planning tips.  I believe the latter is better, but not to everyone’s taste (if there’s any taste to tax accounting!).  Some clients like to take a first pass at return prep and then go over their process.  As an educator, I feel especially successful when clients gain confidence to do their own financial management and preparation.