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  • All new client applications are currently on hold.

    
    

    However, we offer the following options: 

    
    
  • Options Place me on the waitlist for 2026 tax return preparation, pending application review and approval.  There is no guarantee you will be accepted as a client.  The waitlist will be reviewed in Summer 2026.
  • Applicant Name REQUIRED Please fill out this field. Please enter valid data.
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  • Did someone refer you to us? If yes, please list: REQUIRED Please fill out this field. Please enter valid data.
  • What firm prepared your tax returns last year? REQUIRED Please fill out this field. Please enter valid data.
  • List reason(s) why you are looking for a change in firms
  • What services are you interested in? REQUIRED Tax Preparation - Individual Tax Preparation - Business Payroll Bookkeeping Quickbooks support Other Please fill out this field.
  • What is your budget expectation for these services? Please enter valid data.

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