Thank you for scheduling an appointment. I look forward to helping you with your tax needs.
Please indicate in detail the reason for our meeting (i.e. tax consulting, notice response, document delivery, etc.)
I will call the number provided.
Please use this service to schedule your end of year check up. During the phone meeting, we will discuss the past year and any information to be submitted.
This service is for tax return preparation.
Once you book the appointment, I will send you an invitation to my new online organizer (Taxaroo, is the online service). In the program, you will have the opportunity to upload all your tax documents.
We will review your documents and answer your questions.
I will call you at the number provided.
The meeting will be at an agreed upon place.