Direct Scheduling

Choose a time for your tax consultation.

Select your service, pick a date that works for you, and we will confirm your calendar invite right away. No automated runaround—you meet directly with your preparer.

Step 1: Select Appointment Type7 options
Step 2: Date & Format
New Client Consultation
30 min session
All appointments are scheduled in your local time zone.
Mon–Fri: 9am–5pm
Selected slot:
Fri, Sep 4 at 10:15 AM
Confidential reservation. No spam.
Need a custom appointment time outside standard hours?
Contact us directly
What to Expect Next

Three steps to prepare for your session.

01

Calendar confirmation

You will receive an instant email confirmation with meeting links and calendar options.

02

Secure portal activation

We open an encrypted space where you can share tax records without emailing sensitive files.

03

One-on-one session

Meet directly with your personal preparer by phone or private video call.

Ready to share documents?

If you already have your W-2s, 1099s, or prior year returns organized, you can start the secure intake process now.

Continue Tax Intake