It's time to schedule your Annual Planning & Strategy Meeting. We look forward to getting together and determining the best action plan for the next 12 months. 

We would like to complete your 2025 tax review ahead of your meeting. If you have not already provided us your full 2025 Federal return, please securely upload your Form 1040 and all supporting schedules below. Alternatively, you can stop by the office with your return and the staff would be happy to scan it for you.

Now, use the scheduler below to schedule an in-person, web conference or phone meeting at your convenience.