Guardian Tax Solutions, LLC

Instructions for Booking an Appointment for Tax Preparation Services

Thank you for choosing our tax preparation services. To ensure a smooth and efficient process, please follow the instructions below to book your appointment:

Booking Process:

  1. Promptness: We value your time and encourage punctuality. Please ensure you are available at the scheduled appointment time. Late arrivals may result in a shortened consultation or rescheduling.
  2. Document Submission:
    • Visit our secure document upload portal at www.mytaxdocs.com.
    • Alternatively, you can click on the "Upload" button available on our website's homepage.
    • Ensure all relevant tax documents, receipts, and any other necessary paperwork are uploaded before your appointment. This will facilitate a more efficient review and preparation process.
  3. New Clients Intake Form:
    • If you are a new client, kindly complete our Client Intake Form. This form helps us gather essential information to tailor our services to your specific needs and ensure compliance with tax regulations.
  4. Meeting Platforms:
    • All consultations are conducted virtually for your convenience and safety.
    • Choose your preferred platform for the meeting:
      • Phone Call
      • Google Meet
      • Zoom
    • Once your appointment is confirmed, you will receive a meeting invite with the link or phone number to join the virtual session.
    Thank you for choosing Guardian Tax Solutions for your tax preparation needs. We look forward to serving you and ensuring a seamless and efficient tax preparation process.