Appointment Request Form
Let us know how we can help you!
Full Name
*
First Name
Last Name
Contact Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Email
*
example@example.com
Address
*
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Are you a new or existing client?
*
Please Select
New
Existing
What services are you seeking?
*
Please Select
Yearly tax filing
Consultation
Tax planning
Back taxes
Bookkeeping / Payroll
Other
Do you have a preferred preparer?
*
Please Select
Tylor
Bethany
Kassel
Tonya
Zania
Weston
I do not have a preference
What type of appointment are you interested in?
*
In Person: The client will come into the office with their documents at a specific, agreed-upon time. The client can also upload their documents to our secure client portal for convenience.
Phone Call: The preparer will call the phone number provided by the client at a specific agreed upon date/time. This requires the client to upload or drop off their documents 48 hours before the appointment.
Drop Off: The client will either drop off or upload all their documents to our secure client portal. The preparer will work on the return between their already scheduled appointments, and will reach out to the client with any questions or when the return is ready to be finalized. No appointment required - drop off at your convenience.
Please select 3 dates or times that you would be available for an appointment:
Please only fill out this field if you are needing an appointment. Drop-offs and uploads do not require an appointment with a preparer. Please look online for our office hours.
Date Option 1
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Date Option 2
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Date Option 3
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Hour Minutes
AM
PM
AM/PM Option
Additional Comments:
Submit
Should be Empty: