We accept new clients each year from June 1st - December 15th. Scheduling is now open for new client appointments starting June 1st.

Please use the link below to determine our availability to assist you and to schedule a new client meeting.

After you have scheduled an appointment, we will email you an invitation to our client portal so you can upload your prior year tax return(s) and any other information you would like to provide before your meeting time.

Please also complete the following steps prior to the meeting.

If you prefer not to do these things online, we will have paper copies for you to fill out when you're in the office. Please also bring us your prior year’s tax return(s) and we will scan them into our system.

We're looking forward to meeting you!