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Ready to book? Just make sure you've reached out by phone to make an appointment. Free 15 to 30 minute Consultations. Please bring your current or prior year tax return so we can plan for this upcoming tax year or even better - we can get your taxes done for this year! Always bring or have handy a copy of your last tax return. I only take clients who are current on tax filing in order to file their taxes. Financial literacy can be discussed no matter tax filing status (whether or not you are up to date with filing your taxes).