Start Your Tax Inquiry

Schedule Your Initial Intake Appointment

Use the scheduler below to book your initial client intake appointment by secure video meeting or phone. Video appointments are conducted using Zoom (no account required — a link will be provided at your scheduled time).

This session is designed to collect essential information only, clarify your tax needs, and outline next steps for secure onboarding and engagement. No tax advice or preparation is provided during this appointment.

After booking, you will receive a confirmation email and any required next-step instructions. Please check your spam or junk folder if you do not see the email within a few minutes.

Payment Options: Clients can securely pay invoices online by paying with refund, use major credit cards, Amazon Pay, Apple Pay, Cash App Pay, Google Pay, and Klarna Pay in 4 (where available).