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) In-PersonVirtual 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) YesNo Did you have health insurance for the entire calendar year? (required) YesNo Additional Comments
