Schedule an Appointment

Each appointment slot is 1.5 hours. If you know that your appointment time will go longer, you may want to book two slots back to back.

Make sure to make arrangements the day before to upload your tax documents to me the night before your scheduled appointment, by 8PM. Please do not send more than 3 days prior to your appointment. I prefer that you use my secured dropbox link on my website. You can send pictures straight from your phone or scan and upload file as well.

Only schedule January dates if and only if you know that you will have all of your documents or if it is for another reason. I must have your tax documents and can not use a final paycheck stub to file your tax return. Most, have all their tax documents by Feb 6th. Some financial brokerage accounts are not ready until March and some of you have K-1’s that may not be available until later in the tax season.

If you have moved, please reach out sooner than later to anyone that sends you tax documents. By law, tax documents are not suppose to forward in the mail.

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