Please Read Before Booking!

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Appointment Requirements – New Clients

• Before your appointment, all new clients must review and bring all documents listed under the “Documents Required” tab. Failure to arrive with all required documents will result in appointment cancellation and a no-show or rescheduling fee.
• Tax returns with stock or investment activity are not prepared during appointments. All stock documents must be submitted at least 9 days prior to your appointment. Arriving with stock documents that were not submitted in advance will result in cancellation or rescheduling and applicable fees.
• If you have any business income or activity, please review the Business tab before booking. Business income tax returns are handled under different policies and procedures.