What to Expect

You can set up an appointment by using the calendar below or see contact information on the bottom of the page to call or email.  

We provide tax preparation with little to no need to meet in person unless you prefer it.  If documentation is requested, it can be uploaded electronically via a secured transmission—but don't worry; we are always happy to meet you at a convenient location or you can drop off any documentation in person when that is preferred.

Our first conversation will be establish what you need help with,  expectations as to our cost, agreement on what is needed to help you and other logistics needed to provide you with the best possible experience. 

For our customers who may have limited availability we will arrange other hours than those published below as needed. 

~ Mike