NEW Clients

We always welcome the opportunity to work with new clients and appreciate referrals, however, we are at full capacity with existing clients for the current Tax Season and unable to onboard new clients.   

You may reach out to us after the tax season has ended, October 15, to inquire if we are able to take on new clients for upcoming Tax Season.  We onboard new clients in the 4th quarter of the current year for the upcoming tax filing. This will allow us enough time to work with you and review your prior tax situation to ensure we can provide the best service possible. 

NOTE: After November 30th, we will not be able to onboard new clients.