Choose Your Service. Book Your Time.
Select the type of appointment you need and move directly to the correct scheduling option for taxes, credit, business, bookkeeping or financial consultation.
What Do You Need Help With Today?
Tax Appointment
Book an appointment for tax preparation, tax questions, document review or return-related support.
- Individual tax preparation
- 1099 / self-employed returns
- Refund estimate review
- Tax document questions
- Tax planning consultation
Credit Review
Book a credit consultation to review your current profile, questions and financial goals.
- Credit report review
- Utilization questions
- Home-buying preparation
- Vehicle preparation
- General credit strategy
Business Consultation
Schedule time to discuss business finances, organization and your next financial move.
- Business financial organization
- Cash-flow questions
- Tax readiness
- Business growth planning
- Financial systems
Bookkeeping Consultation
Book a consultation to discuss your business records, bookkeeping setup or ongoing organization needs.
- Bookkeeping setup
- Record organization
- Cleanup questions
- Monthly bookkeeping needs
- Tax-season preparation
Financial Consultation
Not sure which service you need? Start with a general financial consultation.
- Identify your main concern
- Review your financial goals
- Determine which service fits
- Create your next step
- Get connected to the right resource
Tax Academy / Program Call
Have questions about Tax Academy, mentorship or enrollment? Schedule a program-information call.
- Tax Academy questions
- Curriculum questions
- Enrollment support
- Mentorship questions
- Program next steps
Come Prepared. Get More From Your Time.
Complete Intake
Complete the appropriate tax or credit intake before your scheduled review.
Upload Documents
Provide requested documents through the secure upload process.
Know Your Questions
Write down the main issues or questions you want addressed.
Be On Time
Be ready at your scheduled appointment time so the full appointment can be used effectively.
Need to Do Something Before You Book?
Choose the Appointment That Fits Your Next Step.
Once the live booking calendars are connected, each service button will take clients directly to the correct available appointment times.