Depending on who you are, please select an appointment from the correct tab:

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Potential Clients - if you are new to us and looking to engage our services

Existing Clients - if you are a current client

Service partnerships/networking - if you are in a related field or industry and looking to connect

White Glove - if you are requesting a tax season add-on

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The "Existing Clients" tab has several different appointment types. You are responsible for selecting the best appointment for your needs. If you select an option that does not seem appropriate for why you want to meet, you may receive a note asking you to update your appointment type.