Note: During regular office hours you can drop off documents at your convenience without an appointment.
Phone Call or Video Conference
Phone Call or Video Conference;
Phone Call or Video Conference;
Phone Call or Video Conference;

In Office, 15 minutes

Choose this if dropping off or picking up files, or for a quick moment to discuss other matters.

In Office, 30-45 minutes

Dedicated time for planning and projections, income, deductions, estate, or other Q&As.

In Office, 45-75 minutes

"Tax Season" or "New Client" Meeting Extra blocked time here allows for buffers for life delays (i.e. technology or traffic delays) or additional time that may be needed.