What to Expect
The professional you schedule with can help answer questions about your personal or business tax situations. Deductions, filings, business entity types, and preparation procedures have technical details that a tax preparer can assist with.
- We want to hear the description of your tax questions
- We will describe different types of options to consider
- We will provide advice on possible business or personal tax suggestions
- NO SALES PITCH.
- The information you can take to your current accountant for discussion.
- You will have a tax preparation checklist for reference
- You will be issued a Help Desk account to reach our assistance desk
- We can provide a referral to enrolled agents as requested
How it Works
1
Schedule
Select a date and time that is convenient for you from the scheduling link.
2
Meet With An Expert
A licensed professional will meet with you via live video consultation, using your phone, computer, or tablet. Describe your situation, questions, and the results you are looking for.
3
Get Answers
The licensed professional will hear you out, and describe possible solutions, and actions you can take to obtain the results you may be looking for.
