Step 01
Select Preparer
Pick the preparer who matches your needs — see the descriptions below.
Scheduling · Step-by-Step
Welcome
Appointment Guidelines. This page is to help you schedule your appointment with the appropriate Preparer.
Step 03
Select day & time
Choose a time that works for you on the booking page.
Step 04
Fill info & schedule
Fill out your info and confirm. We'll send a reminder before your appointment.
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Preparers
Marianne
Marianne is Slowing down and Does NOT DO NEW CLIENTS. She books out 2-3 weeks during tax season for her existing clients.
Luke
Luke does all appointment types and specializes in Corporations, and Small Business clients. Takes on complex clients. Is Available Year-Round.
Brandon
Brandon does all appointment types including 30-Minute.