Schedule an Appointment

How It Works

All of our tax appointments are fully virtual and designed to make the best use of your time. Here’s how the process works:

• 1. Schedule your virtual appointment. Use the calendar to choose a date and time that works for you.
• 2. Upload your documents at least 2 days before. Please upload all of your tax documents to your secure CLIENT PORTAL at least two days before your appointment so we have time to prepare your return.
  
  👉 First time using the Client Portal? Click here for the step-by-step setup guide.


• 3. We prepare your return in advance. Our team reviews and enters your information ahead of time so your appointment is focused on strategy, not data entry.
• 4. We call you at your appointment time. At the scheduled time, we will call you by phone and send you a simple screen-sharing link.
• 5. You see our screen, not our faces. There is no video call. You will not be on camera, and we will not be on camera.
• 6. We use the time to maximize your results. We review your return, explain your numbers, and look for every deduction, credit, and adjustment you qualify for.

This approach saves you time and allows us to focus on what actually matters: making sure your return is accurate, optimized, and aligned with your goals.