In-Office Appointment

In-Office Appointments

Note: If you would like to schedule an in-office appointment, please note that our in office appointments are on Wednesdays and Fridays only, between 10:00 AM and 2:00 PM. You may request a preferred appointment time, and a confirmation email will be sent once your appointment is scheduled. If you do not receive a confirmation email, we will follow up with you to arrange a time that works best.

Appointment Date

First Name*

Last Name*

Phone*

Email*

Appointment Date*

Time*

Location

In-Office: 10826 Courthouse Rd, Ste C Fredericksburg, VA 22408

In-Office: 10826 Courthouse Rd, Ste C Fredericksburg, VA 22408
Phone: Client Dial In No. (540) 693-5881

Service Request*

Tax Return Preparation

Consulting & Advisory
Tax Return Preparation
Trust & Estate Document Prep
Point of Sale (POS)
Life Insurance
Health Insurance
Annuities/Retirement Planning

Appointment Notes

0 / 50

I understand that the appointment fee is $125 per appointment and will be collected at the time of my appointment. I agree to provide at least 24 hours' notice for any cancellations or rescheduling. I acknowledge that failure to cancel within this time frame will result in being charged the full $125 appointment fee. I also understand that while every effort will be made to confirm my requested appointment date and time, availability is not guaranteed. If my requested time is not available, I will be contacted to arrange an alternative time that works best. By submitting this form, I agree to the terms outlined above.*

I Understand/Agree

Office Address:

10826 Courthouse Rd, Ste C Fredericksburg, VA 22408

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