NOTE: If you make an appointment after April 1st, we cannot guarantee that your tax returns will be completed before the filing deadline of April 17th. We can file an extension request for you if necessary.
Please bring identification for you and basic information on everyone on the tax return (spouse & dependents) to include social security numbers, date of birth and address if different than your address.
We ask that you bring a copy of the last two years tax returns that were filed, including all state tax returns.
New and returning clients please go to the schedule here: