Appointment Center

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 !

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.


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.

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