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^^^ Please confirm the appropriate timezone at the drop-down here above before scheduling an appointment. This is helps ensure we connect at the correct time. ^^^
Quick Reference - Time Zone Selection:
Eastern Time (ET) - US/Eastern
Central Time (CT) - US/Central
Mountain Time (MT) - US/Mountain
Pacific Time (PT) - US/Pacific
Description
During this meeting, we’ll review your income documents, deductions, and credits to ensure your tax return is prepared accurately and efficiently. We’ll confirm filing status, discuss any life changes that could affect your taxes, and identify potential deductions or credits to help you maximize your refund or minimize your balance due.
This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.