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