Thank you for your interest in our firm! We are not currently accepting new clients.

We accept new clients each year from June - December. You will be able to schedule starting in May for new client appointments starting in June.

If you would like us to prepare your 2023 tax return, you will need to file an extension for your tax returns before the due date while you wait for our new client appointments to open.

Please use the link below to determine our availability to assist you and to schedule a new client meeting.

After you have scheduled an appointment, we will email you an invitation to our client portal so you can upload your prior year tax return(s) and any other information you would like to provide before your meeting time.

Please also complete the following steps prior to the meeting.

If you prefer not to do these things online, we will have paper copies for you to fill out when you're in the office. Please also bring us your prior year’s tax return(s) and we will scan them into our system.

We're looking forward to meeting you!