Start Date Reservations

New for 2023, everyone will have a Start Date. Your tax professional will begin preparing your taxes and update you on that day via email/phone. You can either reserve a Start Date online before submitting your documents, OR we will automatically assign the next available date if you send in your documents without a reservation. The choice is up to you!

Prefer to just send in your docs without a reservation? Learn more here.
Need to file an extension? Click here.

After you choose your Start Date, please make sure we have your documents 1 week before that day. Also, these are not in-person appointments.

To locate you in our client database, please enter your information below.

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