Optional Reservations

Most clients do not need a reservation.

Reservations are for complex returns

Examples include: business income (S corp, partnership, Schedule C), rentals, farms, multi-state filing, crypto, high-volume stock sales .

If this doesn’t describe your return, skip the reservation.

You can start and hold your Start Date by sending documents.
Your packet does not need to be complete. Send what you have — we work in stages.

Send Documents Now

The reservation request form is at the bottom of this page.

May–August: Strategy Filing Season (Optional)

This is an optional window for clients who want more depth, planning time, and flexibility.

Some clients intentionally file later to allow for careful review, strategy discussions, and thoughtful decisions.

An extension gives more time to file — not more time to pay. We can estimate an April 15 payment if needed.

Questions? Call or text 763-497-7308.

For January–April reservations, fill out the form below.

Are you a complex return as described above?*

Yes

Not sure

Are you a new or existing client?*

Existing client

New client

Martial status*

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.

Married

Single

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