Book an appointment
Schedule a time that works for you.
Choose a meeting type below. Meetings are held by video or phone, and in person once our office opens.
Step 1
Choose your meeting type.
New to MS Accounting? Start with a free consultation. Existing clients can book a planning session, document review or check-in.
Step 2
Pick a date and time.
Selected: Free Consultation
How to prepare
- Most recent tax returnBusiness and personal, if available.
- Recent financial statementsOr bank statements if you don't have formal reports yet.
- Your questionsA short list of what you'd like to cover.
Need to reschedule or cancel? Use the link in your confirmation email, or call (331) 305-8488. Please do not send sensitive documents by email; we will provide a secure upload link. See our Privacy Policy.