Online Appt form

Certified Public Accountants
Specializing in Healthcare Professionals

APPOINTMENT REQUEST FORM - For May - December (non Tax Season):

Step 1: Please complete the form below to set up an appointment with one of our tax professionals.

Step 2: You will receive an email with a specific date and time for an appointment that we are holding for you.

Step 3: You must respond to the email or call our office at (800) 471.0045 to confirm the appointment.

Please Note:

If we do not hear back from you within 48 hours, your appointment request will no longer be held for you.

If the appointment you are assigned doesn't meet your needs, please call the office to review availability by phone at (800) 471-0045.

You can also schedule an appointment by calling our office at (800) 471-0045, Monday - Friday, 9am-4:30pm.

First Name:

Last Name:

Spouse Name:

City:

State:

Zip Code:

Email Address:

Phone Number:

Referred by:

Please select your Client type:

Returning Clients Only - Would you like a Telephone or In-Office appointment?:

Please select your preferred Appointment Time:

Please check below the area(s) of service for your meeting:

Individual tax return preparation
Corporate tax return preparation
Tax projections and estimate calculations
Nanny and Household employee payroll
Payroll services
Practice management - CFO - Bookkeeping
Business Valuation - Practice sales and purchases
College financial planning
Basic financial planning
NIH Loan repayment program

ADDITIONAL:

To help us schedule your appointment with the appropriate preparer, please let us know:

If you or your spouse are NOT US Citizens or Resident Aliens, please indicate your work Visa status (J1, etc):

Please tell us any additional information that can help us schedule the best appointment for you (such as days of the week you are unavailable)?:

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Thank you!

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