Book Your Appointment Here !
Appointment Self -Service Center - A Simple Way to Schedule and Manage Your Appointments
Click on the button below to get started !
Appointment Center
Tax Preparation Options
Online Meeting Center
Your return is prepared and reviewed with you during a Zoom, TEAMS or Webex session. Tell us what you preference is and get your taxes done from the convenience of your home.
Phone, Text or Email Your Appointment Request
Please call or our office or send us a text at 209-565-4487.
Email - your appointment request.
Document Drop-Off
Drop off your documents in our office at your convenience.
You may also upload documents in our Secure Online Portal. Call or email our office to request access.
Walk-in
You are welcome to stop by our office at your convenience.
We strongly suggest to schedule an appointment but if you prefer to drop in we will get to you as soon as we can based on availability.
Booking & Cancelation Policy
To ensure we can provide dedicated time and attention to each client, a valid credit or debit card is required to reserve all appointments booked through our online scheduling system.
Your card will not be charged at the time of booking. It is securely kept on file to hold your appointment time. In accordance with our cancellation policy, appointments canceled or rescheduled with less than 24 hours’ notice, as well as missed appointments, may incur a $60 fee.
We truly understand that unexpected situations can happen and appreciate as much notice as possible if you need to make a change. Thank you for your understanding, valuing respecting our time and allowing us to provide the best service possible.
Print 