Book your FREE 1:1 Tax Strategy Consultation.
Book your FREE 1:1 Tax Strategy Consultation.
Pick a time, send your intake form, or reach us on WhatsApp. We’re open Monday to Sunday, 9:00 am to 6:00 pm.
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Step 1 · Book Online
Schedule your free consultation
Schedule your free consultation
Choose a date and time that suits you. You’ll get an email confirmation with the details right away.
One-on-one with a tax professional
Talk through your tax situation and goals
Ask about the new 2025–2028 deductions
100% free, with no obligation
Prefer to talk first? Call 718-844-4409 or 915-300-8001.
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Step 2 · Client Intake Form
Send us your tax information
Send us your tax information
Our fillable intake form helps us prepare your return quickly and accurately. Fill in what applies to you and leave the rest blank.
1. Download
1. Download
Download our fillable Client Intake Form (PDF).
2. Fill it in
2. Fill it in
Type directly into the form on your computer or phone, or print it and fill it in by hand.
3. Upload it securely
3. Upload it securely
Upload your completed form and tax documents through our secure upload form. You’ll be asked to sign in with a Google account.
What to have ready
What to have ready
Photo ID
Social Security cards (or ITIN letters) for everyone on the return
Last year’s tax return
Tax documents you received (W-2, 1099, 1098 and similar)
A voided check, if you want your refund by direct deposit
Your security matters
Your security matters
Your intake form contains sensitive information. Please use our secure upload form or hand it to us in person, and do not send it by regular email or text.
Contact Us
We’re here to help
We’re here to help
Office Hours
Office Hours
Monday to Sunday
9:00 am to 6:00 pm
Mailing Address
Mailing Address
2100 George Dieter Dr.
Unit 961605
El Paso, TX 79928
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