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New Client Information

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IMPORTANT INFORMATION ABOUT OUR SERVICES

Due to the overwhelming demand for our services, we have made the difficult decision to suspend new client appointments for some of our services until after the tax season. 

 

We cannot currently offer while-you-wait tax returns, but we will be happy to arrange an appointment to discuss your tax situation and for you to leave your documents with us.  We'll prepare your tax return, and when it's done, we'll contact you to arrange a pickup appointment.

 

If you are a business owner, or your tax return contains elements from other states or countries, or other complexities such as cryptocurrency, then we may have to defer its completion until after we return from our post-season break in May.  In this case, we’ll file an extension for you.

 

If you would like to proceed, please continue to book an appointment using Option 2.

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