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Current Health Protocols
Our office does not require that all persons who enter for a meeting to be REQUIRED to wear a mask at all times. If you are wearing a mask and request that we do so as well, please let the front desk staff know when you arrive.
For Health Reasons and expediency is preferable that all meetings happen over video or phone, unless an in person meeting is absolutely required.
There is a mail slot beside our front door which documents can be delivered 24 hours per day.
As well you are able to upload pdfs and other documents to our online portal.
Discovery Process
New to Cole CPA Group, use this to provide information and schedule a call to see if our Profit First, Accounting, Income Tax and Consulting services are a good fit for you or your business.
Start Discovery Process
Drop off of Information
A short discussion on items you are uploading to our portal, dropping off, or sending to our office. If you do not need to talk with us you do not need to book an appointment, you can just drop off at the front desk or through the mail slot.
Schedule Drop Off
Notary Public
If you require Certified Copies, Witnesses to Signatures, Real Estate Documents, Children's Travel Letters, or Passport Signatures. The cost of this service is $25 + tax per signature required from us.
Book Notary Appointment
Call Back
If you tried to reach me, and could not, please book a time in my calendar below.
Schedule Call Back