You schedule an appointment, submit your tax documents at least three days in advance—either by dropping them off or uploading them—and we meet in person or over the phone to review your taxes before filing. We’ll make sure you get every possible deduction, tax plan, and answer all your questions during our closing appointment. During this closing appointment, we will have plenty of time to talk about ways to structure your income so you take full but legal advantage of the tax code.

Thankfully, we have a lot of clients so we don't currently do intro appointments. However, if during our appointment, either of us decide we are not a good fit, no worries at all. Taxes are stressful enough already, so it's important to work with someone you like or at least are comfortable with.