Schedule Your Visit

Book Your Tax Consultation Today

Take the first step toward stress-free tax filing and strategic financial planning. Schedule a convenient time to meet with our certified tax professionals.

Free Consultation
Same-Day Available
Virtual or In-Person

Schedule Your Appointment

Fill out the form below and we'll confirm your appointment within 24 hours.

By submitting this form, you agree to be contacted by Precise Tax Service. We'll confirm your appointment within 24 hours.

What to Expect

1

Submit Your Request

Complete the booking form with your preferred date and time.

2

We'll Confirm

Our team will contact you within 24 hours to confirm your appointment time.

3

Gather Documents

We'll send you a checklist of documents to prepare for your meeting.

4

Meet & Review

Meet with our certified tax professional to discuss your situation and next steps.

Office Hours

Monday - Friday: 9:00 AM - 6:00 PM
Saturday: By Appointment
Sunday: Closed

Extended hours available during tax season (January - April)

Need Help Right Away?

Have questions before booking? Our team is here to help.

[email protected] Contact Us Directly
Technology and financial advisory services concept. Business teamwork and working on digital laptop computer with advisor showing plan of investment to clients at table office. Digital marketing.

Prepare for Your Appointment

Get the most out of your consultation by bringing the right documents. Here's what you'll need based on your situation.

Individual Tax Returns

  • W-2 forms from all employers
  • 1099 forms (interest, dividends, misc.)
  • Mortgage interest statement (1098)
  • Property tax records
  • Charitable donation receipts
  • Healthcare coverage forms (1095)
  • Prior year tax return

Business Tax Returns

  • Profit & loss statements
  • Balance sheet
  • Bank statements
  • Business expense receipts
  • Payroll records & forms
  • Asset purchase documentation
  • Prior year business return

General Consultation

  • List of questions or concerns
  • Recent tax returns
  • IRS correspondence (if applicable)
  • Financial goals & objectives
  • Income documentation
  • Investment account statements
  • ID & Social Security card

Don't Have All Your Documents?

No problem! After you book, we'll send you a personalized checklist and help you gather what you need. We can also retrieve W-2s and 1099s from the IRS if necessary.

Questions About Booking

Frequently Asked Questions

Common questions about scheduling your appointment with Precise Tax Service.

Is the initial consultation free?

How long does a typical appointment take?

Can I bring my spouse or business partner?

What if I need to reschedule or cancel?

Do you offer same-day or emergency appointments?

How do virtual appointments work?

Financial audit. financial management. Business account tax report , Auditor use laptop for document database management and financial data analytics, and accounting record documents online
Your Privacy Matters

Secure & Confidential

Your financial information is sensitive, and we treat it with the utmost care. All appointments and communications are confidential, and our systems use bank-level encryption to protect your data.

Encrypted Communication

All document uploads and messages use 256-bit encryption

Professional Standards

Bound by IRS Circular 230 and professional ethics rules

Strict Confidentiality

Your information is never shared without your consent

"We take your privacy as seriously as we take your taxes. Your trust is our most valuable asset."

Ready to Take the Next Step?

Book your free consultation today and discover how Precise Tax Service can save you money and eliminate tax stress. Our certified professionals are ready to help.

Book Appointment Now Get a Quote Instead
Free initial consultation
No obligation or pressure
Confirmed within 24 hours