Gain Confidence In Your Tax Filing Now—Resolve Roadblocks to Move Forward

We’re on our way to getting your taxes completed!

Here’s what you can expect during our conversation:

Meeting Details:

Duration: 15-20 minutes

Location Options: Zoom, Google Meet, Microsoft Teams, or a phone call.

How to Schedule: Convenient online scheduling is preferred: Click Here to Schedule

🎯 What to Expect from Your Tax Support Call

This meeting is for you—designed to answer questions and keep your filing process smooth and stress-free.

To make the most of our time together, please let us know ahead of time what you'd like to discuss. This allows us to prepare and stay efficient with your time.

What this call is for:

  • Clarifying something in your tax return or organizer

  • Questions about uploading documents or using the portal

  • Confirming what’s still needed to move forward

  • Resolving small roadblocks in your SIMPOLFIED 1040 process

What this call is not:

  • A full return walkthrough (that happens during your Final Review)

  • In-depth tax planning or advice outside this year's filing

  • A deep dive into complex tax scenarios or multi-year strategy

If you need more comprehensive tax advice or planning support, we’re happy to schedule a separate strategy session.

Our goal is to provide quick, helpful answers so you feel confident moving forward.