Got questions about what we need from you to prepare your tax return? Perhaps you'd benefit from a walk-through of SmartVault, our client portal?
Ask Megan, one of our tax preparers, during drop-in Virtual Office Hours on Zoom. 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.
All office hours run from 1:00-2:00 p.m. (Pacific Time)
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Scheduled in 2025:
Thursday, January 16th
Thursday, January 23rd
Thursday, January 30th
Thursday, February 6th
Thursday, February 13th
(prior to February 17th internal tax data deadline)
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