YOUR TIME. YOUR NEXT STEP.
Whether you are ready to have your taxes prepared or need a dedicated tax-planning conversation, choose the appointment that fits.
CHOOSE YOUR EXPERIENCE
Regular tax-preparation clients never have to pay the advisory fee to discuss getting their return prepared.
Set aside time to discuss having your taxes prepared, your next steps, and the information needed to begin. This is not a paid advisory appointment.
The appointment itself is complimentary. Tax preparation and filing services, if needed, are priced separately.
BOOK FREE APPOINTMENTA private, focused session for tax-planning questions, independent contractors, business owners, and situations where you need clarity before making a decision.
Tax preparation, filing, formal representation, and extensive follow-up research are not included. Payment instructions follow appointment confirmation.
BOOK ADVISORY — $125LET'S GET YOU ON THE CALENDAR
Choose the appointment that fits your needs, then select an available date and time. Your free tax-preparation appointment never requires the $125 advisory fee. Paid advisory appointments proceed to secure Wix checkout.
Don't put Social Security numbers, bank details or personal tax records in this form. A secure intake process will be provided when needed.
CHOOSE A TIME — BOOK ONLINE
Booking hours are Monday–Friday, 10 AM–8 PM Eastern. The advisory is $125 and is confirmed after secure payment. Free tax preparation appointments have no appointment charge; return preparation and filing fees are separate.
A manually requested appointment is not confirmed until our team follows up. No payment is collected with this request form.
