APPOINTMENTS

First name:

Last name:

Email address:

Phone number:

Are you a returning client?

Type of Appointment (Check ALL that apply)

Please tell us if your appointment is for:

Please select 3 preferred dates and times, we will strive to accommodate your preferences. Tax season 2023 appointments will be scheduled Tuesday thru Thursday, with limited availability on Mondays, Fridays and the following Saturdays: March 16th and April 6th.

PREFERRED appointment date / time:

Select - - - Flexible - Anytime during office hours Flexible - Anytime in the morning Flexible - Anytime in the afternoon Approximate - Morning: 8AM - 11AM Approximate - Afternoon: 1PM - 4PM Approximate - Last appointment at 5PM Wednesdays - or 6PM Thursdays I need a specific appointment time not listed, please call me to discuss I do not need an appointment - I will drop off tax preparation materials

2ND CHOICE of appointment date / time:

Select - - - Flexible - Anytime during office hours Flexible - Anytime in the morning Flexible - Anytime in the afternoon Approximate - Morning: 8AM - 11AM Approximate - Afternoon: 1PM - 4PM Approximate - Last appointment at 5PM Wednesdays - or 6PM Thursdays I need a specific appointment time not listed, please call me to discuss I do not need an appointment - I will drop off tax preparation materials

3RD CHOICE of appointment date / time:

Select - - - Flexible - Anytime during office hours Flexible - Anytime in the morning Flexible - Anytime in the afternoon Approximate - Morning: 8AM - 11AM Approximate - Afternoon: 1PM - 4PM Approximate - Last appointment at 5PM Wednesdays - or 6PM Thursdays I need a specific appointment time not listed, please call me to discuss I do not need an appointment - I will drop off tax preparation materials

How should we contact you with questions and notify you when your appointment is scheduled? Select - - - Email Phone

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