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Tax Return Steps 

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General Appointments

Dear Visitor, We would like to inform you that when you use our appointment tool(s), you are being redirected to Acuity Scheduling. 


Acuity Scheduling is a 3rd party auxiliary software website we pay for. This scheduling tool links to our enterprise level Google Workspace calendars and Zapier integrations. 

 

PROTECTING privacy, confidentiality and data security is a top priority.  We handle even your name and email consistent with  IRC 26, Section 7216, and other rules for tax & financial firms.  Thus, we have made reasonable efforts to review all third party software any client data may go into.  However, please note that we are not responsible for the policies and procedures of the websites you are being redirected to.

Thank you for visiting our website and choosing to use our various software tools - they help us help you!

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