NEW this year, links to book REMOTE appointments will be sent when you begin your document upload to the client portal.

IF you ensure to upload at least 1 WEEK PRIOR to your REMOTE appointment, you can click on the radial button below to book your REMOTE appointment now. Please keep in mind that not uploading prior to your scheduled appointment will result in additional fees.

OR call the office at 408.227.1472 with your preferred dates and times

OR email info@dlfinancial.org with your preferred dates and times