Schedule A Meeting

Please Select Meet In Person or Virtual Meeting Below:

Schedule A Meeting

To make our meetings the most efficient as possible. We kindly ask that you send in your tax documents or questions to our team prior to the scheduled meeting. This allows our team ample amount of time to be well-prepared for our discussions. It provides us the ability to get started and focus the time we have in our discussions on the topic requested and any additional time to brainstorm and any tax planning strategies for your tax-specific situation.

Meet In Person (Read Below)

Our new office address is:

325 W 38th Street,9th Floor, Unit 11.
New York, NY 10018

Please allow 5–10 minutes for check-in and elevator access to avoid being late.

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We are Booked up until 4/15/25. More In person meetings will open up post tax season. Please book a virtual meeting to file an extension.

Virtual Meeting (Click Here)

The easiest way to work with us as we can meet via Zoom, which is a video call platform that feels like a face-to-face meeting without all the hassle of traveling.

Schedule a Meeting

Please Select Meet In Person or Virtual Meeting Below:

Schedule A Meeting

​The easiest way to work with us as we can meet via Zoom, which is a video call platform that feels like a face-to-face meeting without all the hassle of traveling.

The easiest way to work with us as we can meet via Zoom, which is a video call platform that feels like a face-to-face meeting without all the hassle of traveling.