Need to schedule an appointment?
Appointment options listed below are available exclusively for tax‑season services.
If you need assistance outside of tax preparation or require additional services, please contact our office to schedule a specialty appointment
This initial consultation offers prospective clients the opportunity to meet with the accountant, discuss their current needs, and provide relevant records for review. During the meeting, we’ll explore the scope of services requested, ask clarifying questions, and determine whether there’s a mutual fit. If we both decide to move forward, the meeting may be extended to cover next steps, including service deposit and projected timeline for work.
Please note: if we agree to move forward, a nonrefundable deposit of at least $100 will be required to initiate services. The exact deposit amount may vary depending on the scale and complexity of work involved.
This is a 10 minute quick drop‑off only appointment. No tax preparation or in depth review will occur during this appointment. Purpose is for client communicate their tax situation and documents for return preparation.
Please complete your engagement letter and questionnaire in the portal or arrive 15 minutes before your appointment to complete paperwork.
This 15 minute appointment is for reviewing depreciation schedules and ensuring assets are labeled correctly before preparation.”
Please bring your updated records or upload them to the portal before arrival.
No tax preparation will occur during this appointment.
Please complete your engagement letter and questionnaire in the portal or arrive 15 minutes early for your appointment to complete paperwork.