The tax expert advice you and your family deserve

New Client Appointments

Most new clients should select the standard appointment option below.

Select Your Appointment Type

Most new clients should select the standard appointment option below.

Standard New Client Appointment

First-time clients seeking tax preparation, an initial consultation, or help getting started.

Book New Client Appointment
Most clients start here.

Upload Tax Documents

Upload documents in advance to help us prepare for your appointment.

Include your full name and any relevant details with your upload.
Drag and drop files here or click to browse from your device
    Allowed file types: PDF, JPG, JPEG, PNG, DOC, DOCX, XLS, XLSX, TXT.
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    Email Instructions

    Use email if you are unable to upload documents through the form.

    Use your full name in the subject line. PDF copies or clear photos are preferred when sending tax documents. Make sure to include your phone number and any important details about your situation.

    How much does it cost?

    Standard New Client Appointment

    Tax preparation fees typically range from $250 to $600 for a Federal and New Jersey return.

    Final pricing is based on the complexity of your situation, the forms involved, and the time required.

    We confirm pricing in advance if your return falls outside this range.

    Our pricing reflects the level of detail, accuracy, and professional oversight required for your return.