For new clients, the first step is to schedule an appointment with Adrianne Curvin  . You may do this by calling our office or requesting an appointment via email. At your appointment, Adrianne will go over your prior year return and current year documents and answer any questions you may have. After you leave, your return will be processed in the order it was received. After preparation is complete, we will contact you to let you know the return is complete and ready for your signature(s). Once you have signed e-file forms, our office will electronically file your return. For existing clients, we offer several alternate options for tax appointments including drop-off or mail in of documents with no appointment and exit conference appointments focusing on tax planning in lieu of the traditional appointment prior to preparation.