RESOURCES & FAQ
A little preparation.
A more useful conversation.
Start here before your appointment, or call when you need help finding your next step.
Before we meet
- Gather prior-year returns and notices you want to discuss.
- Organize income statements and relevant expense records.
- Note changes in your family, employment, residence, or business.
- Write down questions and upcoming decisions.
Call ahead to confirm which documents apply and how to share them securely.
Common questions
How do I schedule an appointment?
Use our appointment inquiry form or call 609-294-4544. We will contact you to confirm a time.
Can I ask a question outside tax season?
Yes. Contact us about year-round tax and business service needs.
Should I upload tax documents here?
No. This website does not accept tax documents. Contact the office for secure document-sharing instructions.
Can you help with a new business?
We can discuss startup planning, recordkeeping, payroll and business tax considerations.
LET’S TALK ABOUT WHAT’S NEXT
A good relationship starts
with a conversation.
Tell us what’s changing. We’ll help you find your next step.
Request an appointment