Appointment Request/Change

Availability Varies From Preparer To Preparer.

Appointment Request/Change 2020
Are You Rescheduling A Previous Appt? *
Are You Requesting A Pre-Season Appt? *
Choose yes if Requesting A January Appt.
Are You Requesting A Remote/Phone Or Contactless Appt? *
This is to let us know if you want to request or change to a Remote/Phone Appointment instead of in person.
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 *
Preferred Timeframe For An Appointment. *
How Soon Will You Be Ready For Appt? *
How Will you Get Us Your Tax Documents? *
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
Please describe the type of Taxes/Accounting (e.g., Individual simple or complex, Business Taxes, Rentals Properties etc):

For Remote/Contactless Tax Preparation Or To Send Us Your Documents Prior To Your In Person Appt, Use This Secure Document Upload link to Send Us Your Tax Documents or You Can Mail-in, Fax, or Drop-off at Our Office.

Using Our Secure Upload Service Is Safer Than Emailing Your Documents. This Service Has Bank Level Encryption.
Maximum upload size: 104.86MB