We are booking appointments for filing season
The calendar for this filing season is open. Existing clients get first pick of times, and there is a checklist to help you gather what you need before you come in.
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The appointment calendar for this filing season is open, and we are reaching out to existing clients first so you get first pick of times. If you usually come in on a particular week, call the office and we will hold something close to it.
Before your appointment, take a few minutes with the appointment checklist on this site. Pick the kind of appointment you have and it will show you what to gather. Coming in with your documents together is the single biggest thing that makes a visit go quickly.
What to do now
- Call the office to pick a time.
- Run through the checklist for your appointment type.
- Set aside any letters or notices you received from a tax authority.
- Make a list of anything that changed for you this year.
If something in your life changed this year, a move, a new business, a marriage, a new dependent, mention it when you call so we can allow enough time.
Questions about this? Call the office at (502) 420-1040. Please do not reply with tax documents or account numbers.
More updates
- Jan 8, 2026All Clients
How to get documents to the office
A reminder about the approved ways to send us your paperwork, and why we ask you not to email tax documents.
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- Jan 5, 2026Weather Closures
Please read
Example: office closed for weather
A template for a same-day closure notice. Weather closures are posted here first, and appointments are rescheduled at no charge.
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