Book Consultation

In-Person Tax Return Consultation
Polaris CoHatch Location
30 min
Book Now
Remote Tax Consultation
Available Online
30 min
Request to Book
Small Businesses Trusts and Estates
Polaris CoHatch Location
45 min
Book Now

Consultation Length

New Clients: 30–45 minutes
We'll get to know your financial picture, go over your documents, and ensure we understand your tax needs thoroughly.
Returning Clients: 15–30 minutes
Since we already have your info on file, we’ll focus on any updates or changes since last year—like new income, dependents, deductions, or life events.
Businesses: 45 + minutes

Time: 30–45 minutes.

A new client consultation is our opportunity to get to know you and understand your tax situation. Whether you’re an individual, a family, or a business owner, we want to understand the full picture so we can provide the best possible service.

1. Reviewing Your Tax History

If you’ve filed taxes before, we’ll review your prior returns to look for any red flags, missed deductions, or planning opportunities. This helps us identify areas where we can potentially improve your tax outcome moving forward.

2. Discussing Your Current Tax Situation

We’ll go over your current income, deductions, credits, and any tax-related documents you’ve brought with you. If you're self-employed, own a business, or have rental income, we’ll take a deeper dive into those areas.

3. Identifying Opportunities

Based on what we learn, we’ll identify:

Potential deductions and credits
Tax-saving strategies
Filing options (single vs. joint, standard vs. itemized, etc.)
Whether you might benefit from quarterly estimated payments, or retirement contributions

4. Explaining Our Process

We’ll walk you through how we work, what you can expect in terms of communication, pricing, timelines, and how we handle your tax filing or planning. You’ll have time to ask any questions about your taxes, the process, or how we can support you..

What to Expect

Excited elder family pensioner couple read and check financial document, calculate profit,

What to Bring

To make the most of your consultation, please bring the following documents:
Last year's Federal, State, and Local Return
- Including School Disctrit if applicable
Personal Information:
- Valid photo ID (Driver’s license, passport, etc.)
- Social Security numbers or ITINs for you, your spouse, and any dependents
Income Documents (as applicable):
- W-2 forms from all employers
- 1099s (freelance income, interest, dividends, unemployment, retirement, etc.)
- K-1s (if you're part of a partnership, S corp, or trust)
- Any other income records
Expense & Deduction Information:
- Mortgage interest and property tax statements
- Student loan interest statements (Form 1098-E)
- Childcare expenses (with provider name, address, and tax ID)
- Medical expenses (if significant)
- Charitable donations
- Business or self-employment expenses (if applicable)
- Education expenses (Form 1098-T)
Other Documents:
- Any crypto currency documents
- IRS letters or notices (if applicable)

What to Expect

RETURNING CLIENT REMOTE APPOINTMENT

15 - 30 minutes

Before your appointment, you'll receive an email with a secure link to join your virtual meeting.

Upload Your Documents:

Please upload all relevant documents to your existing secure client portal at least 1 day before your appointment.
This gives us time to go over everything and flag anything that might be missing.
If you’re unsure how to login or upload, reach out via email or call the office for instructions.

During the Appointment:

We’ll meet virtually to go over your current tax situation.
We'll talk through any changes since last year—like new income, dependents, or moving to a new address.
We'll review your documents and let you know if anything is missing.
You’ll be able to ask questions and get personalized advice along the way.

What to Upload

Identification
- A government-issued photo ID (only if it's changed).
- Social Security numbers or ITINs for anyone new on your return (like a new child or spouse).
Income Documents
- W-2s from all employers.
- 1099s for other income (social security, contract work, interest, dividends, retirement, etc.).
Deductions & Credits
- Mortgage interest (Form 1098).
- Property taxes.
- Student loan interest (Form 1098-E).
- Education expenses (Form 1098-T and receipts).
- Childcare expenses (including provider info).
- Any significant medical/dental expenses (if we’re itemizing).
Other Helpful Info
- Any IRS letters or tax-related notices.
- Records of estimated tax payments, if you made any.
- Business or self-employment income and expenses.
- Cryptocurrency transactions, if applicable.
- Updated bank info if you’ve changed accounts for your refund or payment.

A successful businessman getting ready for work from home..jpg

NEW CLIENT REMOTE APPOINTMENT

45 minutes to 1 hour

We’re excited to welcome new clients! To ensure we can provide you with the attention and service you deserve, remote appointments for new clients require pre-approval.

How It Works

Request an appointment via our website, email, or call the office to book.
Once confirmed, you’ll receive:
- A confirmation email
- Access to your Client Portal to begin uploading documents

Client Portal Access

Once approved, you'll receive a login to securely:

Upload all required tax documents
Please upload your documents at least 24 hours before your appointment for a smoother and more efficient consultation.
Communicate directly with our team
Review and e-sign your completed return

What to Upload:

Same as the list under Returning Clients
Last year's Federal, State, and Local Tax Return

S-Corps C-Corps
Trusts & Estates

Time 45 min to 1 hr

To make the most of your consultation and help us understand your business’ financial health, please bring the following documents and information:

1. Business Information

Business name, EIN (Employer Identification Number), and legal structure (LLC, sole proprietorship, S-Corp, etc.)
Date the business was established
State/local licenses or registration documents (if applicable)

2. Financial Records

Income statement (Profit & Loss) – year-to-date and/or for the previous tax year
Balance sheet (if available)
Bank and credit card statement summaries used for the business

3. Income Documents

1099-NEC or 1099-K forms
Records of all other income earned by the business

4. Expense Records

Summaries for:
- Office supplies and equipment
- Software or subscriptions
- Advertising and marketing
- Travel and meals
- Vehicle expenses (mileage log or actual expenses)
- Rent, utilities, and internet (if used for business)
- Employee wages or contractor payments (include W-2s or 1099s)

5. Asset Information

List of equipment or property purchased for the business (including date, cost, and purpose)
Depreciation schedules (if previously prepared)

6. Tax Documents

Prior year’s business tax return (and personal return if filed jointly)
Estimated tax payments made during the year (dates and amounts)
Any IRS or state tax notices received

7. Other Helpful Info

Business use of home expenses (square footage of home and office area, rent/mortgage, utilities, etc.)
Health insurance premiums (if self-employed)
Retirement contributions made through the business

We’ll include business-specific worksheets and questionnaires in your appointment confirmation email to help you prepare. Please complete them prior to your consultation.

What to Expect

Time: 15 - 30 minutes

We’re excited to welcome you back! This returning client consultation is a chance to reconnect, catch up on any changes in your tax situation, and ensure we’re staying ahead with your tax planning and filing.

1. Reviewing Your Previous Returns and Progress

We’ll revisit your prior tax filings, including the work we’ve already done together, to assess what’s working well and where there might still be room for improvement. We’ll check for any updates to deductions, credits, or strategies we've previously implemented.

2. Updating Your Current Tax Information

We’ll go over any changes to your income, expenses, or life circumstances—whether that’s a new job, business developments, rental property changes, or family updates. If you're self-employed or running a business, we’ll look at how things have evolved since we last met.

3. Exploring New Opportunities

Based on the latest information, we’ll identify:

New deductions or credits you may qualify for
Strategies to minimize your tax liability
Any changes to filing status or payment approach
Estimated payments or entity considerations if applicable

4. Reconfirming Our Process

We’ll review our approach and make sure you’re up to speed on our communication methods, fees, expected timelines, and next steps. You’ll also have plenty of time to ask any questions or discuss any concerns you may have.

Indian Asian middle aged couple sitting together on yellow sofa, husband with beard, using

What to Bring

Even as a returning client, it helps to come prepared:

Any new W-2s, 1099s, or other income documents
Records of new expenses or deductions (e.g., medical, business, donations)
Info on major life changes (new dependents, home, marital status)
Any IRS letters or tax notices received
Updated contact info if it has changed