We want to make sure that we can work with you on your terms. We have several options to meet with you and get your tax file established properly.
Set Your Next Appointment
With a set Appointment, you can Guarantee that your questions are answered fully and yOu have the undivided attention of your tax expert to discuss your personal or business matters.
Secure Portal
Register at our eportal and upload your documents.
Fax your documents to 833-944-6292. You can also include the Tax Intake PDF to be certain we have everything needed. Be sure to use a cover page for your tax advisor.
