Before we meet

Make the most of our time together.

You can book before all your documents are ready. Before your appointment, please upload your most recent tax return and any documents related to your questions through our secure client portal. Reviewing these beforehand helps us understand your situation, answer your questions more thoughtfully, and discuss the services and fees that fit your needs.

Starting a new business or don’t have a prior return? Share a brief description of your situation and the records you have.