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Is this your first time working with James Family Tax?

Yes

I am a return client 🤗

Is this a follow-up for an ongoing project or tax return?

Yes, this is a follow-up request

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If looking to book a new appointment choose [NO] to be directed to our calendars.

If you are following up from a recent appointment or conversation, please select the [YES]. You will be prompted to complete a follow-up form and we will reach out to you.

How can we best meet your needs?

Tax Preparation Services

I would like to book a discovery call

Something Else

Need to book a discovery call?

Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know each other and see how we can meet your needs.

Will we be preparing a personal return or business return?

Personal Taxes

Business Taxes

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Great! We love working with personal taxes. Use the calendar below to schedule your appointment...

How would you best describe how your business is set up?

It is a sole-proprietorship

It is a partnership

It is an S-Corporation

It is something else...

Sole-proprietorships are the heart beat of small business! Did you know that they make up almost 3/4 of all businesses in the United States.

How can we best meet your needs?

Schedule a Tax Preparation Appointment

Follow-up on a tax return that is in-progress

Something Else

Will we be preparing a personal return or business return? *

Personal Taxes

Business Taxes

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*If personal and business, select "Business Taxes".

Great! We love working with personal taxes. Use the calendar below to schedule your appointment...

After you have completed booking your appointment you can close this browser window.

How would you best describe how your business is set up? *

It is a sole-proprietorship

It is a partnership

It is an S-corporation

It is something else...

Sole-proprietorships are the heart beat of small business! Did you know that they make up almost 3/4 of all businesses in the United States.

After you have completed booking your appointment you can close this browser window.

Great, you have a partnership or S-corporation. Use the below calendar to schedule your appointment with us for this type of business entity...

After you have completed booking your appointment you can close this browser window.

We are accepting new clients and look forward to a conversation! Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know you and figure out how we can best meet your needs.

*This appointment is for new clients looking for general information. If you are ready to book a tax appointment, refresh this browser to be directed back to the scheduling options.

After you have completed booking your appointment you can close this browser window.

Lets get ahead of those quarterly taxes. Use this calendar to schedule a review of your tax liability...

*To serve our clients who may not find an appointment time due to limited availability, we offer a free Quarterly Review group session as an option.

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If you were not able to find an appointment calendar that best meets your needs, please fill out the form below and a member of the James Family Tax Team will reach out to as soon as possible. Typically, between 1-3 business days.

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For follow-up requests, please complete the form below. Our team receives these requests and will respond with next steps as soon as possible, Typically 1-3 business days.

If this is an urgent matter, please indicate below and provide as much detail as possible.

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