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Schedule a Meeting

Please Select Meet In Person or Virtual Meeting Below:

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         Schedule A Meeting

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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.

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​2024 Tax Season Update:
We are excited to announce that we will be hosting in-person meetings on Sundays and Mondays. The office location is as follows:

445 W 50th Street - Ground Floor
New York, NY 10019
​The easiest way to work with us as we can meet via Google Meets which is a video call platform that feels like a face-to-face meeting without all the hassle of traveling.

It has worked very well for us over the years and is a client favorite. The benefit is that it saves you a trip to the office making it more efficient on your busy schedules.
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