Book an Appointment
Schedule your consultation
Pick a time that works for you. Your first 10-minute consultation is free, and you can meet in-person or virtually.
Appointment Options
Choose the meeting that fits you
Free
Free Consultation
A 10-minute intro call to understand your needs and see if we're a good fit.
Document Review
Bring your documents for a thorough review before we begin preparation.
Follow-Up Meeting
Review your completed return, ask questions, and plan next steps.
Before Your Appointment
What to have ready
A little preparation goes a long way. Gathering these ahead of time helps us make the most of your consultation.
- Photo ID (driver's license or passport)
- Social Security Number or ITIN
- W-2s, 1099s, and other income statements
- Records of deductible expenses and receipts
- Last year's tax return (if available)
- Bank account details for direct deposit
Book an Appointment
Request a consultation
Tell us what you need and a preferred time, and we’ll confirm your appointment. We respond within 24 hours.
Prefer to book instantly?
Pick a time online through Calendly, or reach out directly.
Prefer email? Reach us at Info@keitataxpro.com