Welcome, New Clients!

Follow the steps below

1. Phone Consultation

It's imperative that we speak briefly over the phone to discuss your situation and determine if we are a good fit. Click above to schedule now.

2. Fill out our New Client form

Click above to fill out our new client form. This information makes for a quicker tax return appointment when you show up to my desk.

3. Gather all Essential items

Use this list to gather all the necessary items for Nichole to file your return. Click above to download the list. 

4. Prepare your Total Sheet

1099's, small business, self-employed, rentals? This will be your saving grace! Get ready to maximize your deductions. Click here for small business. Click here if you own a rental.