Book a time
Pick a time that works for you.
Choose an open slot on our live calendar. You'll get a confirmation email with the meeting details right away — no phone tag.
Open the scheduling calendar
Our calendar opens in a new tab so you can see every open slot in your own time zone. Choose a time, confirm, and you'll receive an invite by email.
Appointments are typically 20–30 minutes, by phone or video.
What to expect
- 1. Pick a slot and confirm — you'll get a calendar invite by email.
- 2. We talk through your situation and scope the work.
- 3. You get a flat quote and a secure portal invite to get started.
Have handy
- • What you need help with — tax prep, bookkeeping, payroll or accounting.
- • Whether you're filing as an individual, sole proprietor, LLC or S-corp.
- • Last year's return or current books, if you have them handy.
- • Any deadlines or notices you're working against.
Keep it secure
Please don't attach SSNs or tax documents to the booking notes — those move through our encrypted client portal after we connect.