Appointments
Schedule an Appointment
Appointments are an additional billable service specific to complex tax inquires.
- Consulting is available in-office, by phone or Zoom.
- All clients must submit the Consulting Engagement Form prior to your appointment. You will be charged upon completion of this service.
- Scheduling begins two weeks in advance during tax season and near filing deadlines.
- You may submit additional documents via the Client Portal, mail, or drop off to our office. A secure drop box is available at the main entrance for non-business hours. Do NOT email any documents for risk of your security.
Appointments are not required to file your taxes! Any required guidance to prepare your tax return will be provided by our accountants during the preparation of your return.
Client Consulting Forms
Directions
60 Garage Place Road, Ghent, NY 12075
