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Book Your Appointment
Tell us what you need and when suits you. We confirm every request by email within one business day, along with a checklist of what to bring.
Request a Consultation
What to bring
- Last year’s tax return
- Photo ID and Social Security numbers for everyone on the return
- Income documents: W-2s, 1099s, K-1s
- Mortgage interest, property tax and student loan statements
- Business or rental figures, if they apply
Missing something? Come anyway — we will tell you what is still needed.
What happens next
- We confirm your time by email, usually the same day.
- You receive a checklist tailored to the service you selected.
- We meet, review your documents and agree a fee in writing.
Ready to Take the Weight Off Tax Season?
Book a consultation and we will tell you exactly what your situation needs — what to bring, what it will cost and what happens next.