Click on the type of appointment you need and find the preparer you would like to see. ALL APPOINTMENTS HAVE THE CAPABILITY TO BE VIRTUAL!! You will select whether you would like to meet in office, via phone, or via zoom once you fill out the intake.

Please be aware that Tracie and Tiffany are the owners, and their calendars will book up very quickly.

Your email confirmation will contain a link to make your private tax account through our Portal. If you make a private account, you will be able to upload documents, review your tax return, sign your authorization forms and keep your tax records all in one place. If you request an electronic copy of our return, this is where it will be found.

Please only make a private account if you plan on uploading your tax documents.