Have Questions About Your Tax Forms or Filing—Schedule a Quick Organizer Review to Get Answers
Schedule your 15-20-minute Tax Organizer Review Call with us.
Once you’ve completed your SIMPOLFIED 1040 Organizer—or if you’re nearly done and have a few questions—this is your opportunity to review everything with us.
We’ll walk through your intake responses, clarify any missing details, and make sure we’re all set to begin preparing your return accurately and efficiently. This is your onboarding check-in before we officially move into prep mode.