2026 Tax Preparation Appointment Request Form
Please complete this form to request a tax preparation appointment. Submitting this form does not confirm your appointment. You will be contacted to confirm your date and time. 

PLEASE NOTE: Effective April 2026, your initial appointment will be for an IN-PERSON intake only. This means our staff will compile all your information and tax documents to scan into our tax portal for your assigned tax preparer. Your actual Tax Preparation Appointment will be scheduled at a later date and will be a virtual appointment. 
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Full Name *
Phone Number *
Address
City
State
Zipcode
Email Address *
Preferred Method of Contact
Preferred Appointment Type
(PLEASE NOTE:  Intakes MUST be done in-person to verify your identity and upload your documents. After intake, you can continue your appointment either in-person or virtual)
 *
Preferred Appointment Date & Time
9:00 AM
10:00 AM
11:00 AM
Tuesday, April 7, 2026
Wednesday, April 8, 2026
Thursday, April 9, 2026
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Are you a new or returning client? *
Type of Tax Return Needed *
Required
Tax Year(s) Needed
Number of States Filing
Do you have any of the following?
Have you received any IRS or State tax notices?
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Additional Comments or Questions
Acknowledgement *
Required
Submit
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