Book Your Tax Consultation
Prepare for Your Consultation
- Have a summary of your tax situation ready
- Note any specific questions or concerns
- For business taxes, know your entity type and filing status
- Consider what tax documents you currently have available
After Your Consultation
- Receive a personalized tax preparation plan
- Get a clear quote based on your specific needs
- Understand the next steps and timeline
- Have a dedicated point of contact for questions
What to Expect
1
Select a date and time that works for you using the calendar below.
2
Receive a confirmation email with details about your appointment and how to prepare.
3
Join the video call at your scheduled time to discuss your tax situation and get personalized advice.