Initial Consultation (Phone)
Initial consultation for new and returning clients. Please provide your phone number in the comments. We will call you at the appointed time. Please disregard the Zoom link.Initial Consultation (Zoom)
Initial consultation for new and returning clients. The Zoom link will be sent with your appointment confirmation. If you do not see the confirmation e-mail, please check your spam folder.Tax information intake/follow-up
Tax information intake, or follow up for completed return. Please specify whether you prefer an appointment by phone, Zoom, or in-office. If your appointment is by phone or in-office, please disregard the Zoom link.Tax information intake (Zoom or phone)
Intake of tax information, or follow-up to tax return completion. Please specify Zoom or phone in the comments.