Schedule An Appointment
Please choose carefully
Choose Your Appointment Type

Tax Preparation
YOU WANT A TAX RETURN PREPARED ASAP
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APPOINTMENTS ARE OPTIONAL FOR RETURNING CLIENTS!
Skip the appointment and save yourself the meeting fee! Just email or mail copies of your tax documents to our office instead!
Only select this appointment type if you will be providing our office with all of your tax documents 48 hours prior to the scheduled appointment time and want a return prepared ASAP.
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​There is a $75 appointment fee for meeting with Robert.
There is NOT an appointment fee for meeting with Nicholas.
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Regardless of appointment type:
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Credit card is required to hold the appointment.
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Free Cancellation if at least 24 hours notice is given.
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We need ALL documents/information sent 48 hours prior.
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**Failure to provide necessary documents will result in appointment cancellation.**

Consultation
YOU HAVE QUESTIONS FOR ROBERT or NEED FUTURE TAX PLANNING
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If you are scheduling an appointment to review a tax return that has already been prepared, please select Consultation.
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Consultations are billed at $300/hr in 1/4 hour increments. Meetings must be booked in hour increments. If the consultation only lasts 30 minutes, you will only be charged for 30 minutes.
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Regardless of appointment type:
-
Credit card is required to hold the appointment.
-
Free Cancellation if at least 24 hours notice is given.
-
We need ALL documents/information sent 48 hours prior.
-
**Failure to provide necessary documents will result in appointment cancellation.**