No, an appointment is not required, but it is recommended if you have specific questions or are just generally feeling overwhelmed by the filing process. By scheduling in advance, you can guarantee that one of our experienced tax preparers will be available to assist you. You can easily book your appointment through our Google Calendar form, or you can call or email us to schedule.

If you don’t want to schedule an appointment, you can easily upload your documents to our secure online portal, Liscio, or drop your documents off at the office.

Yes! As a business owner, understanding and managing your taxes is crucial. Our in-depth consultations will help guide you through tax planning, compliance, potential deductions, and strategies that align with your business goals. Schedule your consultation below, and feel free to reach out if you have any questions.

Absolutely! If you need a more comprehensive discussion about your tax situation, we recommend scheduling an in-depth meeting with one of our expert tax preparers. This session will provide tailored advice to help optimize your tax strategy and better understand your financial situation. Please choose a time slot that allows for a detailed conversation.

During the in-depth consultation, our tax experts will address your unique needs, answer your questions, and discuss strategies to optimize your taxes. Whether you're an individual or a business owner, this session is designed to give you actionable insights and guidance specific to your situation.

Consultations vary in length depending on your needs. We schedule our appointments in 60-minute time increments, but appointments last as long as it takes to ensure your satisfaction.

To make the most of your consultation, please gather relevant documents or information related to your tax situation. This might include income statements, business records, previous tax returns, or any specific questions you have. This will help our tax preparers provide the most accurate and helpful advice during your session.