Schedule an appointment with us online.
New Client Meeting - Personal Income Tax Only
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.