Each personal appointment is personalized to you! We’ll begin by scheduling a meeting to get to know each other and to learn more about your specific tax or accounting needs. Everyone is different! Whether you’re looking for help prepping for this year’s taxes, preparing your taxes, or simply an advisor for your personal or business finances – we’re here for you. Our goal is to build a trusted relationship with you along with a comprehensive plan to move forward. You’ll leave knowing exactly what documents are needed, and what your next steps should be. Feel free to download our free tax organizers from our Resource section!