01
Select Preparer
Pick the preparer who matches your needs — see the descriptions below.
Scheduling · Walk-through
Book your slot in 90 seconds.
The booking widget is straightforward — pick a preparer, pick a time, fill in your info. Here's how to choose the right preparer.
03
Select day & time
Choose a time that works for you on the booking page.
04
Fill info & schedule
Fill out your info and confirm. We'll send a reminder before your appointment.
Step 02 is intentionally skipped — the booking flow goes 01 → 03 → 04.
Preparers
Marianne
Marianne is Slowing down and Does NOT DO NEW CLIENTS. She books out 2-3 weeks during tax season for her existing clients.
Luke
Luke does all appointment types and specializes in Corporations, and Small Business clients. Takes on complex clients. Is Available Year-Round.
Brandon
Brandon does all appointment types including 30-Minute.
Now pick your slot.
Tax-season weekends and Spanish-language appointments fill weeks ahead — book early.