Programar cita

IMPORTANT:

To provide you with better service and make the most of your appointment time, we kindly ask that you include the following information when scheduling.

• ✔️ Do you file your taxes as single or married?

• ✔️ If you file as married, please let us know:

  • Full legal names of both individuals

  • Email address

  • Contact phone number

• ✔️ Type of income:

  • W-2

  • 1099 / self-employed

• ✔️ Do you own rental properties?

• ✔️ Do you have any investments?

• ✔️ How many dependent children are you claiming?

This information will allow us to better prepare for your consultation and provide you with more accurate guidance from the very first call

If you prefer, you may also call us directly, and we will be happy to assist you.