Appointment Request/Change

Availability Varies From Preparer To Preparer.

Appointment Request/Change 2020
Are You A New Client?
Are You Rescheduling A Previous Appt? *
What Type Of Appt Do You Want? *
All Phone/Virtual Appts require uploading or dropping your tax docs 1 week prior to Appt.
What Tax Year(s) Are We Filing? *
Select All Tax Years this Appt Request is for. (Important for proper appointment duration)
Preferred Day(s) Of The Week For An Appt *
Choose all that apply
Preferred Timeframe For An Appointment. *
How Soon Will You Be Ready For Appt? *
If Phone/Virtual Appt How Will You Get Your Tax Docs To Us? *
For Remote/Phone Appointments Please Submit All Tax Documents 1week Prior To Appt So We Have Time To Sort Them For The Preparer.
Who Prepared Your Taxes Last Year? *
Select All Return Types That Apply To This Appt Request
First
Last
First
Last
Please describe the type of Taxes/Accounting (e.g., Individual simple or complex, Business Taxes, Rentals Properties etc):

For Virtual/Phone Appointments or New Clients needing to send us prior tax return copies please use this Secure Upload to send us your Docs

This Service uses 256Bit Encryption
Maximum upload size: 104.86MB
USE MULTIPLE UPLOADS IF FILES ARE TOO LARGE.
Maximum upload size: 104.86MB
Sending