Ready to Book an
In Person
Tax Preparation Meeting?

If you prefer to meet in person for your tax preparation - you are in the right place. 

If you prefer to drop in to drop off documents, and/or drop in to sign documents and close out tax return, book below. 

New Clients - STOP:
Have you already had a tax prep phone consultation?
No - Skip the following paragraph and book your phone consultation below.
Yes - Continue below.

Make sure you have the following ready PRIOR to booking:
✓ All expected tax documents
✓ Engagement Letter (signed)
✓ Tax organizer (filled out)
✓ Previous year tax documents and return (new clients only)

All electronic documents can be uploaded through the secure portal below.