Please use the "Desired Date" textbox and its popup calendar along with the Professional and time choices below to select a time that works best for you.
Please note that your selected date can be no sooner than 5/13/2025.
If you need an appointment before that or have any questions, please contact the office directly.

Instructions for New Client Appointment

Please bring or send ahead a copy of your most recently filed tax return, Photo ID for the primary taxpayer and spouse (if married, filing jointly) and Social Security Cards (or other verification of SSN's) for all people including dependents on the tax return.

Looking forward to meeting you!