Virtual Office Hours

Got questions about what we need from you to prepare your tax return or your year-end tax plan? Or how to use our suite of technology tools?

Perhaps you'd benefit from a walk-through of SmartVault, our client portal?

Ask Shelly, our Education Director, during drop-in Virtual Office Hours. These are scheduled for most Thursdays, 1:00-2:00 p.m., during the spring tax season and occasional Thursdays thereafter. Drop in when it's convenient for you and get one-on-one guidance.
 

CLICK HERE to join virtual office hours from your computer, tablet or smartphone 

All office hours run from 1:00-2:00 p.m. (Pacific Time)

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UPCOMING in 2024:

Thursday, December 19th

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PAST DATES in 2024:

Thursday, January 25th

Thursday, February 1st

Thursday, February 8th

Thursday, February 15th

Thursday, February 29th

Thursday, March 7th

Thursday, March 14th
(prior to March 18th internal tax data deadline)

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Thursday, May 23rd

Thursday, June 6th

Thursday, June 13th
(prior to June 17th internal tax data deadline)

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Thursday, Aug. 1st

Thursday, Aug. 8th
(prior to Aug. 15th internal tax data deadline)

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Thursday, Sept. 5th

Thursday, Sept. 12th
(prior to Sept. 16th internal tax data deadline)

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Thursday, Oct. 24th

Thursday, Nov. 7th

Thursday, Nov. 14th

Thursday, December 5th

Thursday, December 12th