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Schedule Tax Appointment

Office Appointment

This is only for clients who wish to meet virtually to discuss their taxes after we have completed them.  Please send your documents  electronically at least 3 days prior to our scheduled meeting.

Click here to obtain portal access to send documents prior to our meeting.

This appointment is to complete the tax return. It is not to drop off, not to just get started on the tax return, and not a consultation.

Please come with all documents.

$50 non-refundable deposit for new clients (unless you cancel more than 72 hours prior to your scheduled appointment)

The deposit goes towards your services.

If you are unable to make your appointment time please reschedule at least 3 days prior so someone else can take your time slot. If you have any questions or concerns you can contact me at

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