Appointments

PLEASE REMEMBER WE WILL SIT DOWN WITH ANY CLIENTS THAT WANTS TO.  

WE OFFER PHONE APPOINTMENTS AS WELL, BUT THEY ARE USUALLY THE LAST APPOINTMENT OF THE DAY AND WE NEED THE INFORMATION A WEEK AHEAD OF TIME TO PROCESS.  

WE ALSO OFFER THE OPTIONS OF DROP OFF, MAIL OR PORTAL AND WE WILL DO THEM FIRST COME FIRST SERVE.   

• Returning Clients- if possible drop off, mail  (or upload to your tax portal) your documents at least a week ahead of time.  This allows us to get your info on computer ahead of time and creates more accuracy and streamlines appointments for questions and planning.
• There is an update sheet that is needed to be filled out and Signed for returning clients. This is required to do your taxes. Click here for Update sheet
• New Clients, please click here for the New client information 
• Please avoid sending documents via email (not safe) but use portal if possible (much more secure) -See Portal information about a secure way of sending documents