Reservations (Optional)
Reservation window: January 5 (after 5PM) – February 28
Reservations are totally optional and help current clients lock in a Start Date—especially if you don’t receive all of your tax documents until later in the season.
If you don’t reserve, we’ll start on the next available Start Date and confirm that date once we receive your completed organizer and documents.
Need an extension? File your taxes in Business Strategy Season (May–August)
What this means: You’ll still file your tax return — just during May–August (after extending), when we’re outside peak season.
Why May–Aug? We have more time for scenario planning, back-and-forth optimization, and helping you maximize every angle before we file.
How to join: Text or call us and say “STRATEGY FILING” — we’ll add you to the Business Strategy Tax Filing Group (May–Aug).
Limited spots so we can keep strategy time available for each client.
Who reservations are for
Reservations are limited and reserved for business owners and higher-complexity returns to manage peak-season demand and protect availability for work that requires more planning.
Common examples:
- Self-employment/1099 income
- S-corps or partnerships
- Rental properties
- K-1 income
- Multi-state filing
- Substantial crypto activity
- Heavy investing activity (frequent trading or multiple brokerages)
Reminder: The reservation form appears above on this page from Jan 5 (after 5 PM) – Feb 28. If you miss that window, we’ll start on the next available Start Date once your organizer + documents are complete.
Docs due: Complete documents are required 7 days before your Start Date. If documents are late or incomplete, your reservation may be released and your start will move to the next available Start Date once your file is complete.