Schedule an Appointment

Each appointment slot is 1.5 hours. If you know that your appointment time will go longer, you may want to book two slots back to back. Please do this now, so that it doesn’t put other appointments behind schedule.

Make sure to make arrangements to upload your tax documents to me the night before your scheduled appointment, by 8PM. Please do not send more than 3 days prior to your appointment. I prefer that you use my secured dropbox link on my website. You can send pictures straight from your phone or scan and upload file as well.

The first day of efile will most likely not be until the last week of January, sometimes they let me efile a week earlier but most people will not have all of their documents by then. I have all of these appointments available before then, to answer questions or take care of things that you need done before filing your taxes. Most people do not have all of their documents until after February 8th.

If you receive child tax credits, I know that refunds will again not be released until after February 15th.

Click on this link Appointments