You will require 2 appointment dates. The 1st date will be an instructional appointment with our front desk staff. This is the appointment you will book yourself online or by calling our office. The front desk staff will verify your ID and walk you through the steps of a virtual tax prep appointment. The front desk staff will not be able to answer tax questions as they are not licensed tax professionals. Please save those questions for your second appointment. This first appointment will last approximately 30 mins.

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During your first appointment our front desk staff will create an online account for you. They will have you upload your photo ID to the account and verify your identity. You will receive instructions on completing our consent documents, the virtual appointment questionnaire and uploading your tax documents. You will have 1 week to get all of your documents uploaded and complete the questionnaire and consent docs. If you don't have these tasks done by the deadline, we will contact you to follow up prior to scheduling your 2nd appointment (the video meeting with your tax pro). Be sure to choose "virtual appointment" for your appointment type when booking online.