Start Dates & Off-Season Scheduling
Reservations are optional (Jan 1–Apr 15 only)
A Start Date reservation is never required. It simply guarantees the day we begin your return during the busy season, so you’re not guessing. It’s for workflow timing and is not an in-person appointment.
Reservations open Jan 1. During Jan 1–Apr 15 you may (optionally) reserve a Start Date to guarantee when we begin.
Reservations open Jan 1- If you don’t reserve in busy season, we’ll assign the next available Start Date once your documents arrive.
- Please send required documents at least one week before any reserved Start Date.
- To modify a reservation, use the link in your confirmation email.
Off-Season (Apr 16–Dec 31)
- No reservation needed—ever. Just upload your documents or drop them off.
- We have more flexibility and start right away after your docs are received.
Phone Calls & Consultations
Current clients: email your preparer to request a call/consult. If you’re not sure who that is, email secretary@profilerconsulting.com and we’ll route it for you.