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Tax Season Appointments Information


January 30th - March 29th 2024

Please call or email the office to make an appointment for your 2023 income tax return. Appointments are available via Zoom, Skype, FaceTime or phone between the hours of 10:00 am - 4:30 pm ONLY.

We will no longer accept appointments outside of these time frames

to provide a timely return to all our clients.  

April 15, 2024

Income Tax Return deadline


Please be advised that it will not be possible, under any circumstances, to grant tax appointments

from April 1st through May 7th, 2024.


Clients: Please review the general terms and conditions

of our firm, then sign and send back to our office. We greatly appreciate this relationship. Please call if you have questions.

Tax Organizer for Tax Year 2023

Please fill out the below Tax Organizer and bring to our office on the date of your tax appointment or email it to our team.



IRS Hotlines and Toll-Free Numbers


Practitioner Priority Service (866) 860-4259 M–F, 8:00 a.m.–8:00 p.m., local time


IRS Tax Help Line for Individuals (800) 829-1040 M–F, 7:00 a.m.–10:00 p.m., local time


Business and Specialty Tax Line (800) 829-4933 M–F, 7:00 a.m.–10:00 p.m., local time


e-Help Desk Hours Refund Hotline (800) 829-1954 Automated service is available 24/7


Forms and Publications (800) 829-3676 M–F, 7:00 a.m–10:00 p.m., local time


National Taxpayer Advocate Help Line (877) 777-4778 M–F, 7:00 a.m.–10:00 p.m., local time


Telephone Device for the Deaf (TDD): Forms, Tax Help, TAS (800) 829-4059 M–F, 7:00 a.m.–10:00 p.m., local time


Electronic Federal Tax Payment System (800) 555-4477 24/7


Tax Exempt and Government Entities (TEGE) Help Line (877) 829-5500 M–F, 7:00 a.m. – 7:00 p.m., CT


TeleTax Topics and Refund Status (800) 829-4477 24/7


Forms 706 and 709 Help Line (866) 699-4083 M–F, 7:00 a.m.–7:00 p.m., local time


Employer Identification Number (EIN) (800) 829-4933 M–F, 7:00 a.m.–10:00 p.m., local time


Excise Tax and Form 2290 Help Line (866) 699-4096 M–F, 8:00 a.m.–6:00 p.m., ET


Information Return Reporting (866) 455-7438 M–F, 8:30 a.m.–4:30 p.m., ET


Disaster or Combat Zone Special Hotline (866) 562-5227 M–F, 7:00 a.m.–10:00 p.m., local time

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