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A Personalized Approach to Your Return

Depending on your preference and needs, we can consult as much or as little as you’d like.


make an appointment

Specify how you'd like to meet:

  • In-person

    • Bring identification, form of payment, your documents and your bank account information to your appointment​

    • For new clients only, please bring your last year's tax return

  • Virtually by Phone or Video

    • We will email you a secure link for uploading your documents and completing signatures​

    • For video appointments, we will email you a password protected link

We'll set up time based on the complexity of your situation or number of returns you have.

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