Schedule Tax 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.

We will meet at my office during the day and time that you select. Please wear a mask and be on time.

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