Schedule Appointment

Please make sure to click the appropriate link below:

You must be an existing client to schedule during tax season (January-April)

  • Phone Appointment: You will be called at the number you provide when making the appointment.
  • Video (Zoom) Appointment: A link to access the video call will be sent to the email you provide 1 working day in advance of your scheduled appointment time.
  • Office Appointment: You want to meet in person at our office.  
  • To Reschedule: The original confirmation email has a link you can use to change your appointment.
  • SmartPractice: If you are an employee of SmartPractice. please click here.

Click one of the options below to schedule your appointment.


Phone


Video Appointment 


Office Appointment