A Personalized Approach to Your Return

Depending on your preference and needs, we can consult as much or as little as you’d like.

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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

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