To schedule an appointment kindly select the date and time. Then you will be given the opportunity to input your contact information. Please note, if you only need to drop off your tax documents, please indicate “DROP OFF ONLY” as the Service Request. Or if you prefer to upload your documents to our secure client portal, please send an email to firstname.lastname@example.org to set-up your access. Absolutely DO NOT EMAIL any tax documents to our email address.
Note: Accounting/Tax Consultations are $185/hr. We require $50 deposit to hold your appointment. You may choose to speak to us in person or by phone. Please note, you must wear a mask for in person appointments. After booking your appointment, we will send an invoice to you to pay via email link. Thank you for your cooperation and we look forward to work with you.