The Callahan Group

REQUEST AN APPOINTMENT

Notice: Required Forms

When preparing for your appointment or dropping off your information please be advised. Due to changes in recent years, it is now imperative for you to complete all of our required forms. If you choose not to complete them and we have to make contact to gather information that would have been supplied on our required forms there will be an additional $25.00 fee for your return preparation.

We offer two options for tax preparation according to your preference: appointments or "drop-off" service. Click here if you prefer drop-off, or need help choosing. If you prefer an appointment, please provide the following information to begin scheduling your personalized service. All fields required.

First name:

Last name:

Email address:

Phone number:

Are you a returning client?

- Yes - The Callahan Group has prepared my taxes in a previous year.
- No - The Callahan Group has not prepared my taxes in a previous year.

Type of Appointment (Check ALL that apply)

- Individual Income Tax Preparation
- Corporate or Partnership Income Tax Preparation
- Estate, Trust or Gift Tax Preparation
- Retirement or Insurance Consultation or Planning
- Individual Consultation or Planning
- Business Consultation or Planning

Please tell us if your appointment is for:

- Multiple years tax returns
- Multiple businesses
- Multiple individuals with separately filed tax returns (your child, parent, friend, neighbor, or significant other)

Who would you prefer to schedule this appointment with?

Stephen (Steve) W. Callahan, CPA
Stephen Callahan, Staff Accountant
No Preference - First available appointment

Please select 3 preferred dates and times, we will strive to accommodate your preferences. Tax season 2025 appointments will be scheduled Tuesday thru Thursday, with limited availability on Mondays, Fridays and the following Saturdays: March 21st and April 4th.

PREFERRED appointment date / time:

2ND CHOICE of appointment date / time:

3RD CHOICE of appointment date / time:

How should we contact you with questions and notify you when your appointment is scheduled?

Special instructions & considerations: (optional field. 4000 characters max.)

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REQUEST AN APPOINTMENT

Notice: Required Forms

IMPORTANT DATES

LINKS

REQUEST AN APPOINTMENT

APPOINTMENTS

REQUEST AN APPOINTMENT

Notice: Required Forms

THE CALLAHAN GROUP

IMPORTANT DATES

LINKS

REQUEST AN APPOINTMENT