Reservations

Each individual will receive a designated Start Date, marking the beginning of your tax preparation. On this date, your tax professional will start working on your return and provide updates via email, phone, or text. This ensures transparency, so you know exactly when the tax preparation process will begin.

Reserve your Start Date now to secure a spot on our work calendar! Reserving a Start Date ensures we are ready to begin as soon as your documents are received.

 If you choose not to reserve, we will assign the next available date upon receiving your documents — the choice is yours! Ready to submit your documents without a reservation? Go here.

Please ensure we receive your documents at least 1 week before your reserved Start Date to begin promptly. Note: These are not in-person appointments.

Start Date Reservations for 2025 will open Jan 1, 2025.