Introducing Our New Tax Return Scheduling System: SchedulEase

We’re excited to roll out a new update that will make tax season smoother for everyone. Starting this year, all tax return appointments will be scheduled through SchedulEase, our new online system designed to save you time and reduce back-and-forth.

Why We Made the Change

Each year we look for ways to make filing easier and more efficient for our clients. SchedulEase gives you a simple, organized way to manage your tax appointment by allowing you to:

• Schedule in just a few clicks

• Choose a date and time that fits your calendar

• Upload documents ahead of time

• Get helpful reminders so nothing falls through the cracks

Everything stays in one place, which means fewer delays and a faster filing process.

Invitations Are Coming Soon

We’ll start sending out SchedulEase invitations soon. These invitations will include your sign-in link and instructions to help you get started. Once your invitation arrives, you’ll be able to log in, update your information, and book your tax appointment.

How It Works

Using SchedulEase is quick and easy:

1. Open your invitation email and use the link to sign in.

2. Select a date to upload your documents.

3. Return will not be started until all documents have been uploaded.

4. Add any notes or questions you want us to review.

5. Upload documents if you have them ready.

   
   

After you book, you’ll receive a confirmation and reminders leading up to your appointment.

What This Means for You

No more phone tag or long email chains. SchedulEase gives you more control and helps us prepare for your return before your appointment even begins. It also ensures we schedule enough time based on your specific needs.

We’re Here if You Need Help

If you run into any issues or prefer that we assist with scheduling, just reach out. We’re happy to help however you need.

Get Ready for a Smoother Tax Season

Keep an eye on your inbox for your SchedulEase invitation. Once it arrives, you’ll be all set to schedule your tax return appointment and get the process started.