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Information for New clients

1. If you are located in Michigan:

We encourage you to setup online appointment choosing your own date and time. Please proceed with setting-up your appointment by clicking here.

You will be sent confirmation email of your appointment. Also you will be sent a reminder email a day before your appointment is scheduled.

Please browse the check list to see list of documents/information required for filing taxes.

If you do not have access to internet or would like to setup appointment using phone, please call us at 248-470-8779. If for some reason you cannot visit us personally, please follow the process as if you are located outside Michigan (see 2 below).

2. If you are located outside Michigan:

Please complete the attached Tax Preparation checklist and email/fax us with your W-2, 1099's and other tax documents. Once we receive your papers we will contact you. The online appointment is available to clients who can personally visit our office only.

Click here to download the tax preparation checklist.


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