Book an appointment
Free consultations · In-person or virtual · Available Monday–Friday
1
Pick a time that works for you
Choose a 30- or 60-minute slot from the calendar below. No phone tag required.
2
Tell us a little about your situation
Answer a few quick questions when you book — type of return, any specific concerns. Takes about a minute.
3
We'll come prepared — no surprises
We'll review your notes before the appointment so we can make the most of your time together.
TidyCal calendar goes here
Once Adam sets up his TidyCal account, replace this component with the embed script from tidycal.com. Set up two booking types: “30-min consultation” and “60-min consultation”.
components/SchedulerEmbed.tsx — swap placeholder for TidyCal iframe/script
What to expect
BBefore your appointment
- Last year's tax return (if you have it)
- Any tax documents you've received so far (W-2s, 1099s, etc.)
- A list of questions or concerns — nothing is too basic
- Your Social Security number and any dependents' SSNs
DDay of
- Virtual: A Zoom link will be sent to your email. Join from any device — no account needed.
- In-person: Our office is at 1726 South 165 West, Orem, UT 84058. Appointment required.
AAfter
- We'll follow up with a summary of what we discussed and next steps
- If you're ready to proceed, we'll tell you exactly which documents to send
- Most returns are completed within 5–10 business days of receiving all documents