Option 1 Remote 

Start by filling out our Interview Worksheet

(NEVER E-mail this form, instead follow the instructions below)

Simply send me your e-mail address through text or messenger, I would e-mail you back a secure website to exchange documents where you can upload your tax forms. I would also attach an interview worksheet which is a questionnaire you must fill out to let me know about your personal tax situation.

​​​​​​Option 2 Mobile or Coffee Shop Interview

We would scheduled an appointment at my mobile car office, or Coffee shop where I would pick up all the tax documents from you and collect all your tax information. 

Fill Out our Interview Intake Sheet  prior to our meeting.

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1. INTERVIEW INTAKE
   
2. Engagement Letter ​
   

Get in contact before downloading. They are password-protected. (Proprietary design)

Option 3 Home Office

I would meet you at a convenient coffee shop or at my home office, where we would interview. Home office is also available to certain customers when necessary. I will scan all the documents on the spot and take the interview intake sheet you would have filled out by then. Please be as thorough as possible when completing the form. 

I might further contact you if more information is needed.