Schedule Appointment

Please read this before Scheduling Your Appointment

  There are three types of appointments.

We are now seeing clients in the office again on an appointment only basis.  I highly encourage anyone with concerns and especially those in high-risk groups to either postpone the appointment or change it over to a phone/video call.  There are a number of ways to send us information digitally and for those more comfortable with paper documents you can mail them or drop them in the bag on the office door.  I encourage you to drop off the information when we are in the office so feel free to contact us beforehand.

If you have not already scheduled your appointment, we are full through July 15.  Please contact the office so we can complete an extension for you.

Please make sure to click the appropriate link below:

  • Tax Season Appointment – Scheduling for tax season is now available for appointments January 27-April 11, 2020.
  • Schedule outside of tax season – For scheduling any appointments outside of the above dates.
  • SmartPractice – appointments for SmartPractice Employees, only during tax season.

Enter your name, email and phone number on the next screen and select confirm. Important! You are not scheduled until you click the confirm button and see a confirmation number. You will then receive an email.  Please save this as you can use the link if you need to reschedule.

Click one of the options below to schedule your appointment.

Schedule your Tax Appointment
Schedule during Tax Season

Appointment outside of tax season
Schedule Outside of Tax Season

Employees Only

If you have any problems scheduling online feel free to give our office a call.