Need Help or Have Questions During the Tax Prep Process—Schedule a Support Call with Our Staff

Schedule your 15-20-minute Tax Prep Filing Support Call with us.

If something’s unclear or you’ve run into a snag during the tax filing process, this is your space to ask questions. Whether it’s about document uploads, portal navigation, or something technical in your return, we’ll use this short call to provide clarity and keep your filing on track.

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IMPORTANT: Please have your Tax Organizer completed before our meeting.