Schedule Your Tax Filing Consultation

Designed to deliver
peace, ease, and clarity-
before, during, and after
your consultation.

ensuring you understand
what’s next and feel confident
about your tax filing process.

We’ll review your pre-intake,

clarify any missing items,

confirm what you need to provide,
and outline next steps before

preparation begins.

Licensed Enrolled Agent.

IRS-Authorized Representation.

Secure & Confidential.


What to Expect

During the consultation, we will:

  • Review your situation and filing type

  • Identify any missing items (so you’re not guessing)

  • Confirm scope and filing requirements

  • Answer your key questions before preparation begins

Frequently Asked Questions
About the Tax Consultation

Do I need to have all my documents ready before the consultation?

No. The consultation is designed to review your situation at a high level and determine next steps. If additional documents are needed, we’ll clearly outline what’s required after the call so you’re not guessing or scrambling.

What happens during the tax consultation?

During your consultation, we’ll review the information from your pre-intake, discuss your tax situation, identify any complexities, and explain the best path forward. Our goal is to provide clarity, answer your questions, and ensure you understand exactly what comes next.

Is this consultation required to file taxes with your firm?

For new clients, yes — the consultation helps us understand your situation, confirm fit, and outline the best next steps before moving forward.

For returning clients, a consultation is not required, though it is still highly recommended if there have been changes to your income, business, or tax situation.

Returning clients may proceed directly with document submission through the client portal here at https://portal.youraccountingsuperhero.com/

Can I reschedule if something comes up?

Yes. If you need to reschedule, you can do so easily using the confirmation link provided after booking.

| Consultations are conducted by licensed tax professionals and handled securely and confidentially.

After You Book

You’ll receive a confirmation by email and text.

After you Book, you’ll be sent a secure TaxDome link to complete your full intake and upload documents.

The By the Books Consulting Team

By the Books Consulting —

Delivering Peace, Ease, and Clarity in Tax Filing.
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