We are happy to offer the following appointment types to best serve our clients:
Virtual Preparation (Portal Only): Sign the Engagement Letter, complete the organizer, and upload your documents directly to the client portal—our most flexible and efficient option! You can access the Client Portal by clicking on the green “CLIENT LOGIN” button in the menu or through the TaxDome mobile app on your mobile device.
In‑Person Intake Appointment: Brief 15–20‑minute in‑person intake appointments can be scheduled by clicking on the blue “APPOINTMENTS” button in the menu or by calling us at (801) 825‑3901. During your visit, a team member will review your organizer, collect your documents, and scan them into our secure system before your tax return is prepared.
***We are accepting new clients and look forward to working with you. Please call our office at (801) 825‑3901 so we can assist you in scheduling your first appointment***
If you have any questions, please give us a call at 801-825-3901