Intake Scheduling

February 17, 2025

We’re sorry but, we are not able to accept any new tax preparation clients for 2024 returns.

Thank you! Let’s schedule a call.

This is a no-obligation, introductory call to gather some additional information so we can match you with the right team member. We want to find you the best match to handle preparing your individual (form 1040) tax return for last year.

If any of the following apply, this isn’t the right place. Please make another choice.

  • You are already our client.

  • You need a different type of return prepared (corporation, partnership, estate, trust, gift, or something else).

  • You need returns prepared for multiple years.

  • You are looking for some other service.

Schedule a Call

15 minutes, phone

Please pick a time for a quick call at your convenience.

Before selecting a time, please confirm your time zone below the calendar.

Unsolicited marketing calls will be cancelled without apology.