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.

Name (required)

Email (required)

Phone (required)

Date of Appointment (required)

Time (required)

Would you prefer an in-person appointment or a virtual appointment? (required)

At any time during 2022, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? (ie: Bitcoin, Ethereum, etc) (required)

Did you have health insurance for the entire calendar year? (required)

Additional Comments