Payment received
You're in. One last step.
Pick a time below for your onboarding call. This is where we collect what we need and get your file moving โ most people book it before they leave this page.
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1
Book your onboarding call
45 minutes with Lucas, who walks you through exactly what happens next.
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2
Send us your documents
You'll get a secure upload link. The sooner these land, the sooner we start.
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3
Meet your tax professional
We assign your strategist and tax pro, then book your Q&A session.
Choose your onboarding time
45 minutes ยท Monday to Friday
Trouble booking? Email [email protected] or call (408) 825-6726.