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: 2023 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)

At any time during 2023, did you receive, sell, exchange, or otherwise dispose of any financial interest in any virtual currency? (ie: Bitcoin, Ethereum, etc) (required)

Did you require an “Identity Protection PIN” for your previous federal tax filing?

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

Have you read & agreed to our 2023 Engagement Letter? (required)

Additional Comments