Appointment Request Form

Please complete this form to set up an appointment to meet with one of our tax professionals.

Step 1: Complete the form below with the days and times you prefer for your appointment.

Step 2: You will receive an email with a specific date and time for an appointment.

SCHWARTZ & SCHWARTZ APPOINTMENT REQUEST FORM:

Your Name..........

Address..............

City, State, ZIP....

E-mail............

Daytime Phone... Evening Phone...

Preference for time of day to call: Daytime Evening Weekend

Referred by........

Please check one: New client Existing client
For new clients, has anything changed since last year (married/had children/moved)?

Check here if you own a medical or dental practice or are considering purchasing one.
Please check below if you would like to discuss:
Valuing your practice
Reviewing a current valuation

Appointments are available at the following times:
Daytime Monday through Friday 10:00am - 11:30am and 1:00pm - 3:15pm
Evening Monday through Thursday 6:00pm - 7:30pm
Weekend Saturdays 9:00am - 3:00pm (weekend times fill up quickly)

Please select 3 choices for dates and times that work best for you. Remember that evening appointments are only available Monday through Thursday and weekend appointments are only available on Saturday mornings and afternoons. We will do our best to give you an appointment within your preferred dates and times.

1st choice

2nd choice

3rd choice

I'm interested a complimentary meeting with a Certified Financial Planner (not licensed to sell product) before or after my meeting.

Is there anything else we need to know to schedule your appointment?

After we receive your form, we will send you an email with a specific appointment time. Please respond to the email to confirm your appointment. If you need to change your appointment time after you receive the email, please contact the office by phone to reschedule (800) 471-0045.

	Certified Public Accountants Specializing in Healthcare Professionals


HOME \| ABOUT US \| SERVICES \| USEFUL LINKS \| CONTACT US