How to Book:

1. Click the “Book Now” button to view available appointments.
2. Choose your desired date & time, fill in your contact details and click submit. Please note that appointments are limited and filling up quickly!
3. You will receive an email confirmation + calendar invitation including a reference checklist of tax documents to gather. Important! You will need to upload all documents 3 days prior to your scheduled appointment time.

What to Expect Next:

1. Prior to your appointment you will receive an email to set up your client profile, answer our intake questions and upload your tax documents through our secure portal.
2. Three days prior to your appointment you will receive a reminder email.
3. At your scheduled time, you will join your virtual appointment via a provided link and will have the option to join using video or phone. The tax consultant will walkthrough your return with you and answer any questions you might have.
4. Once your tax return is complete, you will login to your client profile to sign and pay within the secure portal.
5. We will electronically file your tax return within 48 hours once we receive your signed tax return and final payment for services provided. If you do not hear from us after this window that means your tax return was accepted for processing by the IRS and all states.

Our Privacy Policy:

Your privacy is important to us. All sensitive information will be transmitted via the SecureFilePro portal and we will never share your personal data to any third party without your written consent.