Book a ZOOM appointment here (Scroll down for a Phone appt)
- 15 Min ZOOM meeting
15 minutes
For quick questions, brief run-thru, or new client inquiry.
- 30 min ZOOM meeting
30 minutes
Tax prep meeting or consultation
To book PHONE appointments, click "BOOK" to find a time & CALL ME at that time!
- 15 Min PHONE call
15 minutes
For quick questions, brief run-thru, or new client inquiry.
CALL ME AT YOUR SCHEDULED TIME - 30 Min PHONE call
30 minutes
Tax prep meeting or consultation
CALL ME AT YOUR SCHEDULED TIME
You can choose PHONE or ZOOM appointments, but ZOOM is PREFERRED for the best experience.
For Tax Prep, please upload your tax docs AND your fully completed worksheets to your TaxDome folder at least 48 hrs before your appointment so I can prepare ahead of time, or your appointment will be CANCELLED
If you book a ZOOM you will be emailed a link.
If you book a PHONE call, PLEASE CALL ME at your scheduled time.