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 (required)

Time (required)

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

At any time during 2021, 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)

How much did you receive from EIP3? (March 2021 Covid Stimulus Check) If you are unsure, leave this field blank.
In order to calculate a potential recovery rebate credit, we will need this information from you.


Did you receive Advance child tax credit in 2021? Please provide ACT payments received. If you are unsure, or otherwise did not receive ACT payments, leave this field blank.
In order to calculate Advance child tax credits, we will need this information from you and your Letter 6419.


Number of qualifying children from Letter 6419 for the taxpayer and spouse, respectively. Leave these blank if not applicable

Additional Comments