New Clients, Welcome!

New Clients, Welcome!2023-01-09T10:52:31-05:00

We are always happy to welcome people to our happy little tax family.

The forecast for the 2023 tax season is a little sunnier than the ones for the past three years.  So we have high hopes that things will be a little less stressful.

For new clients we recommend making an appointment, either in person or via Zoom.  You can do that on the scheduling page.

We also do our very best to reply promptly to emails.  Most of the questions people have are answered here on the website!  So you might just get a link back.

Below is a link to our 2022 tax organizer, which can be helpful when you are trying to decide what you may need to collect in order to get your tax return completed.  This is a blank organizer with just about every possible thing on it, so you really only need to pay attention to what would apply to you.

»2022 Tax Organizer