We are not accepting new clients this year.  Please do not book an appointment unless you were a client last year.  

We prefer you upload your documents into our portal and we contact you with questions or concerns instead of booking an appointment. Send us an email at [email protected] and we will send you a link to our online portal and organizer so you can get started.

If you must book an appointment, will a phone appointment work for you this year or do you want a face-to-face appointment? (There is an extra charge for all appointments.)  

If you need a face-to-face appointment and you want to save an extra charge, please upload your documents to our portal at least 2 weeks before your appointment.  DO NOT email us any documents, you must use our portal.  You can get that link by emailing us at [email protected].

We truly appreciate your cooperation.  Opt in to get a text reminder by including your cell number.

Our calendars are filling up fast. If you make an appointment for after April 15th you MUST request that we file an extension for you or your return will be late. We cannot do that automatically for you.  You must request it.

An appointment is not fully boooked until you get an immediate email acknowledgement of the appointment.