Tax Geek

Select this appointment if you have dropped off or uploaded tax documents prior to your appointment. This appointment is for wrapping up your taxes. Client portals to upload documents may be requested via email at support@ataxgeek.com.

Please select this meeting type, if you would like to chat by phone or Zoom to discuss any questions regarding your taxes, a letter you received in the mail from the IRS or State or any other questions or concerns you need our help with.

**This is not a tax appointment, this is just a meeting for us to answer questions regarding your personal taxes. This appointment type is for current tax clients.

Please select this meeting type, if you would like to chat by phone or Zoom to discuss any questions regarding your business taxes, a letter you received in the mail or any general questions regarding your business taxes that you filed with us in the past.

**This is not a tax appointment, this is just a meeting for us to answer questions regarding your business taxes. This appointment type is for current tax clients.

Please select this meeting type if you are a new client and would like to discuss business tax questions or structure set up for your business. Maybe you just don't know where to start? Click here and I can help you with business set up, structure type, bookkeeping and payroll suggestions and everything in between. Or maybe you already have a business and just need help to make sure you are in compliance. Start here and I can help.

Please make note if you would like to meet in person, zoom or by phone.

Virtual appointments via Zoom or Facetime. Documents must be uploaded or dropped off 5-7 days prior to your appointment date. Client portals to upload documents may be requested via email at support@ataxgeek.com.

Select this option if you are bringing your tax documents with you the day of your tax appointment. Please include any notes you'd like us to know before your appointment when booking.

Select this option if you are a Sole Proprietor, Corporation, LLC or Partnership. All business return documents must be dropped off or uploaded 7-10 days prior to your appointment.

Please tell us in the notes section what type of business entity you are filing.