TAX EXPERT CONSULTATION

SCHEDULING CONSULTATION

To prioritize the health and safety of our clients and team members, all meetings are conducted via HIPAA-compliant video conferencing calls. This approach is not only in response to the diverse variants of Covid-19, but also considers the risks posed by common colds and flus. Given that tax season witnesses a heightened workload, our team takes extra precautions to minimize illness risks. Post-tax season, our team seamlessly transitions to remote work, enabling us to enhance efficiency while maintaining a healthy work-life balance. This strategy ensures that both our clients and team members are safeguarded while enjoying the benefits of a flexible and efficient work arrangement.

Types of consultations:



  • interviewing
  • new business start up tax preparations
  • audit preparations
  • Offer In Compromise
  • Strategic Tax Savings
  • Early Retirement Withdraws

Returning Clients

Sign into your portal and request using chat.

Portal Sign In

Scheduling a Consultation

To get started, please create your secure client portal using the link below. Once inside, select whether you are a new or existing client, then choose “Tax Support.” From there, select “Schedule a Consultation.”


You’ll be asked to indicate the reason for your consultation so we can connect you with the right specialist. After submitting your request, a dedicated tax professional will be assigned to you and will reach out with a brief introduction along with a scheduling link. This will allow you to choose a date and time that works best for you, based on your specialist’s availability.



We’re here to make the process simple, supportive, and tailored to your needs every step of the way.

Let's Get Started

To ensure identity protection, when sharing sensitive information during a scheduled meeting, an ID or a Power of Attorney (POA) might be required, especially when discussing absent individuals.