After scheduling an appointment 

Thank you for using the online scheduling tool! Please ensure you receive a confirmation number to know your appointment was successfully scheduled.

Once you have scheduled the appointment, our Client Coordinator, Patricia Gregory, will follow-up with an email that includes a secure link to upload your tax documents via Sharefile. We ask that you upload all applicable tax forms at least 3 business days prior to your scheduled appointment.

If you have questions regarding what tax documents to upload, please reach out to Patricia below.

704.766.8190

Patricia Gregory, Client Coordinator