Starting in 2021, we will be having very limited in-person meetings.  Email is the best way to contact our staff while we are working from home (contact at  You can also call our office to leave a message or arrange a call-back.

You do not need an appointment to drop off documents, but please call the office to verify someone is in.  Pickup requires a short appointment; call to arrange a time with Valerie.  Masks are required in the office.

Our tax preparers will be “meeting” with clients via Zoom or a phone call. At least two days before a meeting, please upload or drop-off your signed Engagement Letter, questionnaire, and tax documents to make our meetings more efficient.

Please call our office (410-884-0317) to schedule an appointment (or use the link below for Nancy Jo’s appointments).  Appointments with Karen are available Tuesdays, Wednesdays and Thursdays 10AM – 4PM.

Nancy Jo will be available for Zoom/phone call appointments Mondays and Thursdays 10AM-4PM. You can access Nancy Jo’s calendar online:

2024 Season Tax Prep Meeting

Clients can also schedule a 15-minute phone call with Nancy Jo for questions before or after your return is done:

15-Minute Phone Call

We will always try to arrange alternate meeting times if necessary.

Office Appointment Request Form (please use the above links for appointments with Nancy Jo!):

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