Appointments

At Simpson RTS, we provide personalized, boutique-level tax services supported by a highly qualified team. To maintain the level of care, accuracy, and discretion our clients expect, all appointments are coordinated directly through our office. We do not service walk-in appointments; however, we are always happy to schedule an appointment or assist with secure document drop-off so your matter can be handled appropriately.

New clients: Please contact our office to begin an intake. This allows us to understand your needs and recommend the appropriate service and engagement structure before scheduling.
Returning clients: For the fastest response and most efficient service, appointment requests and status inquiries are handled through the client portal. This helps our team respond accurately and keeps work moving without interruption. 

For clients who prefer enhanced coordination, proactive communication, and direct access, we offer an optional White Glove Concierge Service for an additional fee. This paid service provides priority coordination and expanded administrative support for clients who value a more hands-on, concierge-level experience.

We offer virtual, in-person, and recorded review options. Our team will help determine the most effective format based on your situation and service needs.

As a professional tax boutique led by an Enrolled Agent and U.S. Tax Court Practitioner, this approach ensures every engagement is handled with care, structure, and compliance.