Get started

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 new client meetings between February 1st and April 15th. However, we will still be taking new clients. Please fill out the new client paperwork from the link below and drop off your tax information at the office or upload it to your client portal.

If you would like to upload your documents into our portal, please set up the “New Client - Upload Portal Documents “ appointment type.

If you would like to schedule time to drop off your tax documents, please fill out the “New Client - Drop-Off Tax Documents” appointment type. This is to drop off documents only and to fill out any necessary new client paperwork.

Once we have all your information, we will start working on your tax return. We typically have a turnaround of about 4 weeks.

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.