Request a Time
Choose the service and a couple of windows that work for you. Takes about a minute.
Book an Appointment
Schedule Your
Schedule Your
Appointment Today
Tell us what you need and when suits you. We will confirm your time by email the same business day — and send a short checklist so you know exactly what to bring.
We Confirm
You get an email confirming the time, the format, and a checklist of what to bring.
We Meet
In the office, by phone or over video — whichever you prefer. No charge for the initial consultation.
Appointment Request
Tell us what you need
Good to Know
What to Expect
- The initial consultation is free, with no obligation.
- You will get a written fee estimate before any work begins.
- Documents can be shared securely — no need to email attachments.
- Everything can be handled remotely if that suits you better.
- We are available year-round, not just during filing season.
Book early in the season
Our calendar fills from February onward, and the two weeks before April 15 are the busiest of the year. Booking in January or February means we have room to ask questions and look at planning opportunities, rather than working against a clock.
Rather just call?
We are happy to book you in over the phone during office hours.
Placeholder — update before launch
Connecting a scheduling tool later? This form is deliberately self-contained so it can be swapped for a live booking system without touching the rest of the site. Replace the
<form> block above with your Calendly, Acuity or Square Appointments embed, and everything around it — layout, styling, the checklist, the CTAs pointing here — keeps working unchanged.