Schedule an appointment with us online.

• New Client Meeting - Personal Income Tax Only

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• New Client Meeting - Business Tax & Advisory Only

(All New Client Meetings are available in our Spencerport Office only.)

• Document Drop-off - Personal & Business

(returning client's only)

We have worked hard to provide many ways for you to provide us with your tax documents. If you prefer an in-person office drop-off, an appointment will be required this year. While we intend to have staff available for in-person drop-offs, please know that we will only be able to assist one client at a time per office. To limit your wait time and potentially unavoidable variations in our office hours, we ask that you schedule a drop-off appointment by clicking on the Book Now button at least 24 hours prior to your planned visit. 

Masks are required while visiting our offices for the foreseeable weeks ahead.