Booking your appointment is extremely simple but this intake form makes our experience together even more simple.

In order for us to spend less time working on your tax return during your appointment, but instead more time spent on going over tax strategies that will help you prepare for the following year.

Protecting your financial data is our highest priority. We utilize enterprise-grade, end-to-end encryption via a third-party company called Cognito Forms to guarantee that your sensitive tax documents remain strictly confidential. Select the relevant tax year below to securely transmit your files through their portal.

If you have any trouble completing this form, please contact me at least 48 hours before your appointment!