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.

Request an appointment

Choose your preferred times and we will confirm by email within 12–24 hours.