How To Schedule An Appointment

In order to meet with our tax professionals or speak with someone about our services, you must begin below.  On this page you may schedule an appointment with one of our tax professionals.  When scheduling either an in-person meeting or phone appointment, please use your full first and last name and regularly checked email address.  After booking your appointment, please be sure to save your appointment time (in the correct time zone).  Our appointment scheduler sets your appointment in Eastern Standard Time and will send you a complimentary reminder.

In-person Meeting Appointments

In person appointments are held at the following location, Monday – Friday, 10am – 4pm; Saturday, 8am – 11am

Falchi Building

3100 47th Avenue, 3rd Floor

Long Island City, New York 11101

In person appointments are held at the following location, Thursday – Friday, 10am – 4pm; Saturday, 8am – 11am

Cira Center

2929 Arch Street, 17th Floor

Philadelphia, Pennslyvania 19104

Phone Appointments

All phone appointments must be confirmed via a nonrefundable deposit of $20.  Please reserve your phone appointment with a credit card in your name for security purposes.  At your scheduled appointment time, you will be given a 5 minute grace period before the appointment will be considered forfeited.  To make the most of your appointment time, please be in a quiet place and have your last tax return(s) filed handy.  Also at the appointment time you must have appropriate identification to prove that you are the owner of the business/filer of the tax return you would like to discuss. Appointments will be held by video and/or conference call on our private line once the appointment is confirmed.  

If you have any questions, you may call our office at (646) 537-1733.

In-Person Meeting

Long Island City, New York

In-Person Meeting

Downtown Philadelphia

Phone Appointment

(details will be confirmed)