Reminder: Please verify that the selected time zone reflects your current location (or your location at the time of the meeting, if applicable) before confirming your appointment. This helps ensure we connect at the correct time.
TIME ZONE - QUICK REFERENCE:
Eastern -> US / Eastern
Central -> US / Central
Mountain -> US / Mountain
Pacific -> 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.