You can choose from several options in booking an appointment with us. First tell us what type of appointment you need:
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We do not accept solicitation's in any form including requesting appointments.
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Please note that our office must have at least 21 days from the receipt of your year-end source material before booking a year-end review meeting. Please take this into consideration when booking your appointment.
Book a Consultation/Other Meeting
Perhaps you have a some questions about your finances, taxes or business.
We offer Online, Telephone and limited On-Site (Mobile Office) appointments.
Continue by:
Book Video or Phone Appointment by Phone
You can book your Telephone Appointment with our accountant by calling (Clicking the button will automatically dial our office):
You can click on any of the above numbers to dial automatically
After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.
You can click on any of the above numbers to dial automatically
After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.
Book Onsite (Mobile Office) Appointment by Phone
We offer very limited amount of on-site (Mobile Office) appointments.
Prior to booking this option, please consider either a Zoom, Google Meet or Phone Appointment as all of these are available as soon as today or tomorrow. By selecting these options you leave on-site appointments for those who are not able to book those due to either technical, age or medical conditions.
Continue by Calling:
You can click on any of the above numbers to dial automatically
After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.
Year-End Review
We require our Corporate Clients to have a mandatory Year-End Review Appointment.
During this appointment, we will not only go through any tax outcomes from the current year filed but also do extensive proactive discussion and advice to help guide you in the upcoming year-end.
***IMPORTANT***
When booking your Year-End Review Appointment, please allow for at least 21 business days from the date your year-end material has been dropped off to our office
Book Year-End Review Video or Phone Appointment by Phone
You can book your Year-End Review Telephone Appointment with our accountant by calling (Clicking the button will automatically dial our office):
You can click on any of the above numbers to dial automatically
After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.
You can click on any of the above numbers to dial automatically
After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.
Book Onsite (Mobile Office) Year-End Appointment by Phone
We offer very limited amount of on-site (Mobile Office) Year-End appointments.
Prior to booking this option, please consider either a Zoom, Google Meet or Phone Year-End Appointment as all of these are available as soon as today or tomorrow. By selecting these options you leave on-site appointments for those who are not able to book those due to either technical, age or medical conditions.
Continue by Calling:
You can click on any of the above numbers to dial automatically
After you book your Telephone appointment with us, if you have questions or content that will assist our meeting, you can Click here for options on sending this information to our office.