Whether you have a specific question or need to discuss a change, book a time with our team. Start through the contact page or call the office. A request starts the conversation; it does not reserve an appointment by itself.
Keep the request short
Tell us the general topic, relevant year or period and preferred days or time windows. Include your time zone if you are not local. Let the team know if another person should be involved. Do not put tax identifiers, account numbers or private records in the contact form.
Flag a date concern directly
If a notice or other time-sensitive matter prompted the request, call and explain the concern. Send the actual notice or records through Canopy. A general response commitment does not replace a person's check of a deadline.
Wait for arrangements to be confirmed
The website's commitment is to respond within one business day. That means a reply, not a guaranteed appointment time, completed return or resolution. Confirm the agreed time and meeting arrangements with the team before assuming a request is booked. No specific appointment availability is promised here.
Prepare for the conversation
Use the appointment planning card to keep your questions together. If the team asks for records, upload them through the Client Portal. For general preparation, use the existing tax appointment checklist instead of starting another full document list.
Frequently asked questions
How do I book a time with your team?
Use the contact page or call (410) 654-5770. Share the general topic, preferred time windows and time zone. The team confirms arrangements separately.
Does the one-business-day response promise mean my appointment is booked?
No. It is a response commitment, not a promise of a particular appointment or completed work. Wait for the team to confirm the arrangements.
Questions about your next step?
Kalish & Associates, P.A. is a Maryland family CPA firm serving clients nationwide. Call (410) 654-5770, use the Canopy Client Portal for private documents, or contact the team to book a time with our team. Do not put tax documents, Social Security numbers or account numbers in the contact form or email.
General information only, not tax, legal or financial advice. Contact the team about your own situation.
Related resources: Client forms and checklists · More help · Client Portal.