top of page

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.


 

We strive to minimize overhead costs to maintain competitive fees, achieved by not offering office hours during the offseason

Office Hours for 2025 Tax Season will be Announced in January 2025 

 
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.

Summer meetings are limited and scheduled on a first-come-first-served basis. For urgent matters, please email us, and we'll do our best to accommodate.
bottom of page