New Clients
- 1Click “Schedule an Appointment” or scan the QR code below.
- 2Choose a date and time that works for you on our Calendly page.
- 3Enter your name, email, and phone number so we can reach you.
- 4Watch for a confirmation email with your appointment details.
- 5Bring a photo ID, Social Security cards for everyone on the return, W-2s/1099s, and last year’s return if available.
