Client Scheduling
Schedule Your Individual or Small Business Tax Appointment
Get a clear, organized tax prep experience, from intake to filing, with expert support every step of the way.
Choose Your Service
- Individual Tax Preparation
- Small Business Tax Preparation
What Happens After You Schedule
- You’ll confirm your appointment details and your document needs during intake.
- We review your case and prepare your personalized next-step checklist.
- You submit your documents, and we begin your tax preparation.
Please bring what you have; if you’re missing something, we’ll tell you exactly what to provide so you’re ready.
Client Intake Form
Complete the intake form below before or after scheduling. This helps us prepare your personalized checklist and get started faster.
Frequently Asked Questions
What documents do I need?
After you schedule, we’ll send a simple checklist based on whether you need individual or small business preparation.
Do you handle prior-year returns?
Yes, select “Prior year” in intake, and we’ll confirm the next steps.
How soon can I be seen?
Your appointment timing will depend on available slots shown in the scheduler.
If I’m missing documents, what happens?
We’ll tell you exactly what’s required so you can get everything in before we begin preparation.