At AD Financial Services, we value your time and want to make your tax experience as smooth and efficient as possible. Once you book your appointment, you’ll be automatically redirected to our Client Intake Form.

Please take a few minutes to complete this form right after scheduling — it allows us to review your information in advance and ensures we’re fully prepared for your tax filing appointment. Having your details ahead of time helps us serve you faster, identify potential credits or deductions, and make the most of your time with us.