Tax Prep Reservation

Non-Refundable

Reserving your spot ensures priority placement within our limited annual client capacity.
This reservation confirms that we will review your tax profile and begin the onboarding process.
Our firm limits the number of households and businesses we serve each tax season to maintain quality, responsiveness, and personalized service.

Non-Refundable Fee: The reservation fee is non-refundable and required to hold your place in our preparation schedule.
Applied to Total Cost: Once your package is confirmed, this reservation amount will be applied directly toward the total cost of your selected tax preparation package.
Final Balance Due: The remaining balance will be due prior to the filing of your federal and state returns.
Accepted Payments: We accept secure online payments via credit card or ACH transfer.
If your return requires a higher-tier package than originally selected, we will contact you before any additional charges are applied.

Reservation fees cannot be transferred or refunded for any reason once paid.
Failure to complete the full payment prior to filing will delay return submission.
All clients must complete compliance documentation and e-signature agreements before any tax filing.

By clicking "CONTINUE RESERVATION" below, you are accepting the Terms & Conditions of this offering.

Next Steps (After Purchase)

Complete your reservation using the secure checkout form.
Receive a confirmation email outlining next steps and estimated timelines.
Schedule your Tax Preparation Kickoff Meeting.
Upload required tax documents via our secure client portal.
Once reviewed and approved, your reservation fee will automatically apply to your total tax preparation invoice.