Request Appointment NOTICE: Due to increasing identify fraud crimes and in accordance with the IRS’s security recommendations, first time clients may not send e-mails with attachments of tax documents without prior phone correspondence. Faxing, mail, or physical drop-offs are recommended for new clients. We apologize for the inconvenience. Before scheduling your appointment, we require all clients to read and agree to our engagement letter every year. You can read and print out the engagement letter for your records using the following link: 2024 Engagement Letter Full Name (required) Email (required) Phone (required) Date of Appointment (required) Time (required) Would you prefer an in-person appointment or a virtual appointment? (required) —In-PersonVirtual At any time during 2024, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? (ie: Bitcoin, Ethereum, etc) (required) —YesNo Did you require an “Identity Protection PIN” issued by the IRS for your previous federal tax filing? (required) NoYes Did you purchase a new or used electric vehicle, plug-in hybrid electric vehicle, or fuel cell vehicle in 2024? (required) —YesNo Did you purchase health insurance through the government/marketplace in 2024? (required) —YesNo Have you read & agreed to our 2024 Engagement Letter? (required) Yes Additional Comments
