Book an appointment
Book an appointment
Tell us what you need and when works best. We'll call to confirm a time. Live hours away? Your first conversation can happen by phone or video call.
Request a time
What happens next
Three simple steps
01
We call you
We confirm your appointment time and whether you prefer the office, a phone call or a video call.
02
We tell you what to send
Bring your documents or use the secure portal link we email you.
03
We get to work
You get a clear price before we start.
What to share
Bring or securely send what you have
Not sure what you need? Our free checklist covers it, and if something is missing we'll tell you.
See the tax appointment checklist →Mark is very thorough. Always ask you questions to better assist you. Tax time he's always looking out for your best interest. Would recommend him to anyone.