Please use the link below to determine our availability for scheduling a new client meeting. There are times of the year where we close to new clients.
After you have scheduled an appointment, you will receive a series of emails from us. They are:
Welcome Email
Request for New Client Information
Online Client Portal Invitation & Instructions
Request for Prior Year Tax Return
In addition to sending us your prior year tax return, you may send us any other information you would like to provide before your meeting time.
Here are links to provide us with new client information and a link to review our services agreement.
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!