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Book an Appointment

Whether you are just looking and want more information, or are ready to schedule a tax appointment, book using one of these links.

Do you need a different type of appointment or do none of the available times fit your needs?


Use the Contact page to send a message and we will get back to you as soon as possible!

15 Minute Consultation


Do you have a quick question?  Do you want to chat with SMP to see if we are a good fit for each other?  Do you want to talk about other accounting services provided, schedule an interview, or want to discuss resolution options?  Book a 15-minute consultation!   

30 Minute Virtual Tax Interview


Once you have uploaded all of your tax documents to the portal, schedule a virtual tax interview for about a week later.  In this appointment, I will ask you a series of questions to confirm your answers, to make sure you are paying as little tax as legally possible, and/or clarify any questions I may have.  We will go over the steps required to finish your tax return. 

In-Person Appointment at my Office


Once you have gathered all of your tax materials, if you prefer an in-person appointment, you can schedule one!  You should bring all of your tax documents, previously filed returns (if you are a new client) and anything else that may be pertinent.  Your appointment should be finished in this time, but if not, I will either provide you with everything needed to finish your return and/or we can add another appointment.

Tax Session at your Place


If you prefer that I come to you, that is available, too.  Once you have all of your documents, please schedule an appointment.  If you are unsure of what you need, schedule a 15 Minute Consultation first.

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