Book a free consultation
It takes about thirty minutes, and there is no obligation. Meet us at our office in Locust, or call (704) 888-1234 for a consultation by phone.
Choose a time
Choose a time on Google’s booking page. Times are Eastern Time, which Google shows as New York Time.
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Other ways to book
You can also call us, and we will book a time for you.
To book an hour of personal tax advisory, call or send us your question.
What to bring
Bring what you have. You do not need everything for this first meeting.
For a personal return
- Last year’s return, if you have one
- Tax forms that have arrived, such as a W‑2, a 1099, or a Social Security or pension statement
For a business
- Recent bank and card statements
- Last year’s return
- For payroll, a list of the people you pay and how often