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Schedule Your Appointment

Schedule Online:

A confirmation will be sent at booking with reminders prior to your appointment.

The Interview:

Meet with Don for 1-2 hours;

A personalized interview is conducted, and your return is completed together.

Review & Sign:

Review your completed return and electronically sign.  Filing with the IRS and state is completed after your approval.

Delivery:

Receive your completed return via email as a PDF.  Paper copies are available upon request at no charge).

Remote Client Option:

For clients outside the local area

• Documents must be emailed or uploaded by 7:00 AM on the day of your appointment.

• Don completes data entry prior to your scheduled phone interview.

• Total appointment time is typically under one hour.

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