Client Payments & Scheduling
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Pay Tax Return Preparation Deposit
Submit your tax return preparation deposit to officially begin the filing process. This payment secures your spot and allows us to start reviewing your documents.
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Introductory Meeting
Schedule a call to discuss your tax needs, ask questions, and see how we can help. No obligation, just clear guidance.
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Pay Tax Return Preparation Balance Due
Submit your remaining balance for tax return preparation. Once paid, we’ll finalize your documents and ensure everything is ready for timely filing.