Now you can skip the line and book your tax appointments with a Tax and Accounting professional online through secure virtual meeting and submit your documents through a secure client portal.

  • If you are new to our service, after you book your appointment, someone will reach out to you to set up and send you a secure tax portal
  • Reoccurring clients will receive an updated portal link
  • Submit your documents 24 hours prior to your appointment
  • Ensure you have two forms of Federal or State ID
  • Ask about payment options (Credit Card, Debit Card, Bank Products)
  • If you want direct deposit or would like direct debit for a tax bill confirm your routing # and account #
  • If you need to reschedule, simply go to your calendar appointment and reschedule