Schedule an Appointment
Ready to get started? Book a consultation with our team — we're here to help with all your tax and accounting needs.
How to Book Your Appointment
Scheduling with us is simple. Just follow these four steps and we'll take care of the rest.
Choose a Service
Select the type of appointment that fits your needs from the list below.
Call or Email Us
Contact us directly at (708) 250-8111 or [email protected] to confirm your preferred date and time.
Prepare Your Documents
We'll let you know exactly what to bring so your appointment is as productive as possible.
Meet With Us
Come in to our Cypress, TX office — or request a virtual meeting if that works better for you.
Available Appointment Types
Choose the service that best fits your needs. Not sure? Just call us and we'll point you in the right direction.
Tax Preparation Consultation
60 minReview your tax documents and get your return prepared accurately and on time.
Small Business Consulting
45 minStrategy session for business owners — bookkeeping, planning, and growth advice.
Incorporation / 501(c)(3)
60 minGet guidance on forming your business entity or nonprofit organization.
General Accounting Review
30 minQuick review of your financial records, questions, or ongoing accounting needs.
Book Now
Call or email us to schedule your appointment. We typically respond within one business day.
Call us
(708) 250-8111
Email us
[email protected]