Types of Tax Appointments

If you're filing a tax return with Brass Taxes, we offer two types of appointments. They are the same price, so feel free to choose whichever one is the best fit for your needs. 

Option 1: One-Hour Video Appointment
This style of appointment is an opportunity for you to talk face to face (over the interwebs) with one of our tax advisors for a solid hour. We recommend this style of appointment for new clients, folks living outside of the US, those who have a lot of questions, and people with complex tax situations.

In addition to preparing and filing your return, this time can be used to talk through additional questions you have.  Questions about your business, paying estimated taxes, future financial planning, or what you should have for dinner. We generally use Google Hangouts, but if you prefer Zoom, let us know!

Option 2: Contact Me When You Need Me
This more brief style of appointment happens over the phone at the number provided on your Brass Taxes account. These phone calls typically take between 25 - 35 minutes and happen within the selected one-hour window. 



Next Steps

Once you’ve selected your appointment, you will be prompted to pay a $50 deposit with a credit or debit card. This amount will be applied to the total cost of your return. 

If you don’t need taxes filed, but want to meet with one of our advisors, we offer paid one-time consultations. Learn more about those here: Consultations at Brass Taxes


Cancellation Policy

If you need to cancel or re-schedule your appointment, you can do so through your Brass Taxes account, directly through the Google Calendar event, or by emailing us at info@brasstaxes.com. If the appointment is cancelled or rescheduled with less than 5 days notice, the deposit will be forfeited.