make an appointment

Specify how you'd like to meet:

• In-person

  • Bring identification, form of payment, your documents and your bank account information to your appointment​

  • For new clients only, please bring your last year's tax return

• Virtually by Phone or Video

  • We will email you a secure link for uploading your documents and completing signatures​

  • For video appointments, we will email you a password protected link

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We'll set up time based on the complexity of your situation or number of returns you have.

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