Let's find the right next step
A few quick questions to see if an office appointment is needed — or if we can get you taken care of faster.
Are you a new client, or have you worked with us before?
Do you own a business (including a side business or 1099 self-employment)?
Do you own rental property, or did you receive a Schedule K-1 (from a partnership, S-corp, trust, or estate)?
Have you received a collection letter or notice from the IRS or a state tax agency?
Has anything major changed for you this year — marriage, divorce, a new child, a home purchase or sale, retirement, or a significant change in income?
Let's get you set up
Since you're new to us, we'll need a bit of time together to gather your information and make sure we set things up correctly from the start. Please schedule a new client appointment below.
Schedule My AppointmentAppointments for tax planning and advisory matters are billed at $375/hour, billed in 1/10-hour increments. Please see our FAQ page for tax preparation and e-filing fees.
An office visit will help here
Your situation involves enough moving pieces that a real conversation can save you time and help us get it right. You're welcome to schedule a time below — or, if you'd rather skip the meeting, you can just drop off your documents and we'll reach out only if we need to talk something through.
Schedule My Appointmentor
Drop off documents — no appointment needed
101 Reading Avenue, Suite 1
Barrington, NJ 08007
Appointments for tax planning and advisory matters are billed at $375/hour, billed in 1/10-hour increments. Please see our FAQ page for tax preparation and e-filing fees.
You're all set — no appointment needed
Based on your answers, we can prepare your return without a meeting. Just send us your documents using one of the options below, and we'll take it from there.
If, after reviewing your documents, your situation turns out to be more involved than expected, we'll reach out to schedule time together.