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Book a meeting with us online and pick the day and time that works best for your schedule.

*New Client Meetings*

Please note that we will not be taking any new client meetings between February 1st and April 15th. If you would like to fill out the new client paperwork from the link provided below and drop off your tax information, we will start working on your tax return. We typically run at about a 4-week turnaround.

If you are a new client, please fill out the New Client Information Sheet, Engagement Letter, and Questionnaire located on our Client Forms page.

Please also provide us with copies of your prior 3 years’ tax returns.