Book an Appointment

At Conrad Associates, we make it easy to connect with our experienced accounting and advisory team. Use the scheduling tool to book a consultation at a time that works best for you.

Whether you’re looking for tax planning, accounting services, payroll support, or business advisory guidance, our team is here to help you move forward with confidence.

We offer appointments for:

  • Tax Preparation & Tax Planning

  • Small Business Accounting

  • Payroll Services

  • Financial Reporting & Bookkeeping

  • Business Advisory & Consulting

  • Year-End Planning & Compliance

Select the service that best fits your needs and choose an available time to get started.

How to Book Your Appointment

  1. Select an available date and time

  2. Complete your contact information

  3. Confirm your appointment instantly

You’ll receive a confirmation email with all the details.

Scheduling Notice

Appointment availability is limited.
To help us serve everyone efficiently, we encourage document drop-offs or secure emailed submissions whenever possible. Many services can be completed without scheduling an appointment, saving you time.

If you prefer to meet with us, appointments are available either in person or virtually and include a $50 appointment fee.

Thank you for your understanding—we look forward to working with you!

FAQ

Do I need to be a current client to schedule an appointment?

No—new clients are welcome. Simply choose the appointment date and time that best fits your needs.

Are virtual appointments available?

Yes. We offer both in-office and virtual consultations for your convenience. Please contact us with your appointment confirmation details if you prefer a virtual meeting.

What should I bring to my appointment?

Please refer to our Tax Checklist for important documents to bring to your appointment.