Announcement 3/23/2018: I am overwhelmed by the trust and confidence you are showing me this tax season. That's a great way to be overwhelmed. A bad way to be overwhelmed would be to have more people sign up for tax service than I can manage. In order to not become overwhelmed by the volume of clients, I am turning off this online scheduling tool on March 31. You will not be able to schedule your own online appointments from April 1 until after the tax due date deadline of April 17.
After April 1 you can call me at (757) 407-4189 to schedule a tax appointment. However, after April 1 I will not be able to prepare your taxes this year unless you are willing to file an extension so I can prepare your taxes in May. There is no fee for filing an extension. I just don't want to risk leaving some people hanging right at the end of tax season. I also don't want to rush on returns and make mistakes or miss opportunities to take a tax break a client deserves. I'd rather do a few less and get them right than cram as many poorly-prepared tax returns as I can into this season.
Thanks for your understanding and your continued support. What a year!
Use this online scheduling tool to make an appointment.
30 minute appointments are typically used to drop off tax documents. I'll review your documents, ask a few questions to make sure I have everything, and go over the client service agreement with you. When your tax return is finished I will contact you so we can review, sign, and file your tax return - another 30 minute appointment!
60 minute appointments are typically used as a consultation. Often clients want to:
a) Get help on a specific issue so they can complete their own tax return
b) Determine if they want to hire me to prepare their taxes.
These appointments are typically made by taxpayers whose return is significantly different than in prior years because they have started a business, become a landlord, received an inheritance, fallen behind on filing their tax returns, or some other reason. They aren't sure what to do and they want to ask somebody knowledgeable who will give them honest advice.
You can also call me at (757) 407-4189 to schedule your appointment or to ask a question. I look forward to getting to know you.
For same day appointment availability, please call (757) 407-4189
To keep the work flow manageable I leave a one-day lead time in this online scheduling tool. If you have an urgent need for an immediate appointment, give me a call. I might be able to get you in today.
Times struck out in red are already booked, but call if you want to meet today.