Specify how you'd like to meet:
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In-person
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Bring identification, form of payment, your documents and your bank account information to your appointment​
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For new clients only, please bring your last year's tax return
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Virtually by Phone or Video
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We will email you a secure link for uploading your documents and completing signatures​
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For video appointments, we will email you a password protected link
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We'll set up time based on the complexity of your situation or number of returns you have.
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