Start Your Tax Journey with Confidence

What to Expect

Your 15-minute session will be led by a qualified tax professional and may include:

• A brief discussion of your current tax situation
• Questions about your goals, filings, or any notices received
• Clarification on what services may apply to you
• A brief walkthrough of next steps if you choose to move forward

How Our Appointment System Works

We use a simple, secure online scheduling tool. Here's how it works:

• 1.

  Choose a time:

  Use our booking calendar to select a 15-minute consultation slot that fits your schedule.

• 2.

  Provide your info:

  You'll be asked to share basic contact information and the topic you’d like to discuss.

• 3.

  Get a confirmation:

  You’ll receive an email with the call details, including a video/phone link.

• 4.

  Join the session:

  Show up at your selected time — no pressure, no obligations.

Terms & Conditions

• Free consultations are limited to one per client.
• No tax advice or document review will be provided during the session.
• For security and compliance, we do not discuss confidential documents unless a service engagement has begun.

For more detailed terms, please see our Consultation Policy.