Reservation Form For Current Clients

Each individual will receive a designated Start Date, marking the beginning of your tax preparation. On or before this date, your tax professional will start working on your return and provide updates via email, phone, or text.

Reserving a Start Date (below) is optional but allows our clients to secure a spot on our calendar. If you prefer not to reserve, we will assign the next available date when we receive your documents. Ready to submit without a reservation? Submit here.

Please send your documents at least one week before your reserved Start Date. These are not in-person appointments.

Note: To update a reservation, use the link that was sent to your email. This form is not for making changes to existing reservations.

To make a reservation, please fill out the form below with your information so we can locate you in our client database.

Are you a new or existing client?*

Existing client

New client

At this time, only current clients can make reservations. Please see our New Client Consult here.

Martial status*

Married

Single

If you were married for ANY PART of last year, select married even if you are separated or divorced was finalized recently. This will help us find your client account in our system.

Let's locate your file

Your full legal name*

First Middle Initial ONLY Last

Common first name (if different than legal first name)

(ex. Tom instead of Thomas)

Maiden name (if applicable)

Your email*

Your phone*

Spouse's name

Spouse's name*

First Last