Look over our website. If you think we can help you, email, call, or set an appointment through our online booking system.
Before meeting or discussing your items over the phone, please gather all information you think might be important. This includes tax documents, business documents, etc. Please be aware that at some point we will require personal information in order to complete tax returns. All information is kept private and secure.
Once we meet with you either in person or over the phone, we will ask for documents and other information. If we meet with you over the phone, we will ask you to email, fax or snail mail your documents to us. Once the work is complete, we will either meet with you in person or send you a link to DocuSign your documents. Payment must be received before we e-file your return.