Schedule a consultation to discuss your tax or bookkeeping needs. After our meeting, you’ll receive a secure link to access your engagement letter, intake forms, and document upload instructions.

Meeting Options

• Virtual (Zoom/Teams) or

• In-Person at 6865 Deerpath Road Elkridge, MD 21075 (Appointment required. Requested date/time will be confirmed after booking.)

Meeting Duration

• Please set aside approximately 30-45 minutes for our meeting.