Scott’s Calendar

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 both in person and virtually. Thank you for your understanding — we look forward to working with you!

Please review our Tax Checklist for a full list of documents to bring to your appointment. New clients can start here for additional information.