Requesting a Meeting

Request a Meeting

Complete the form below to request a 30-minute meeting. Your information is reviewed and the appointment is confirmed by follow-up.

Request a 30-minute meeting

Reviewed individually · appointment confirmed by follow-up

1 Your Info2 Return Type3 Discussion4 Schedule

👤 Contact Information

Please provide your basic contact details.

📑 Return Type

Which best describes what you'd like reviewed?

💬 Discussion

Tell us a little about the matter and how you'd like to meet.

Prefer not to choose above? That's fine — just note phone or virtual in the description box below and we'll follow your preference.

📅 Finalize & Documents

Please complete the required certification below to receive the scheduling link.

🔒 Secure prior-year tax returns upload

If helpful for an initial review, prior-year returns may be uploaded securely below. Files go directly to a private folder; you will not see other files, and no account is required.

Securely upload prior-year returns

Thank you! Your details have been sent.

Missy has received your information. Please proceed to the final step to select your appointment time.

This will open Missy's scheduling calendar where you can pick an available time.

This page is informational. It describes how the practice arranges meetings and does not constitute an offer of services or a solicitation.