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Personalized Organizer

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Best Time to Reach You *

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Preferred Time of Day

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Primary Taxpayer First & Last Name *

Email: *

Date Preferred (Must be at least 2 days in advance) *

For virtual appointments, please upload your documents at least 72 hours before your appointment.

Your request has been sent to our receptionist. Please keep in mind, your appointment is not confirmed until we have reached out to you either by phone or email.

Alternate Time of Day *

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Phone *

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Online Appointment Request

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Type of Appointment Requested *

In-Person

Virtual

Phone

Alternate Date (In case preferred is unavailable *

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