Hello! All appointment scheduling is now completed through the Brass Taxes website. Access your account by logging into the website: www.BrassTaxes.com. Below are the instructions to book each appointment type.

BUSINESS TAX RETURN (s-corp & partnership)

Step 1: Login to your Brass Taxes dashboard (www.BrassTaxes.com)

Step 2: Your business tax return has already been started for you. Find it in your list of tax returns (example shown below)

Step 3: We already have all of the information needed to complete this tax return through Quickbooks, so you do not need to complete any questions. We do need you to book your appointment here!

PERSONAL TAX RETURN (& sole proprietorships)

Step 1: Login to your Brass Taxes dashboard (www.BrassTaxes.com)

Step 2: Your personal tax return has already been started for you. Find it in your list of tax returns (example shown below).

Step 3: Please complete the full questionnaire here before your tax appointment. We have everything from you business already (including K-1), but upload all other tax documents. You'll book an appointment here.

CONSULTATIONS

As part of the full service program, you have access to 5 additional consultations annually at no cost. You'll book these through your dashboard:

Step 1: Login to your Brass Taxes dashboard (www.BrassTaxes.com)

Step 2: Select "Consultation" near the top of the page. Note: our system automatically tracks your included consultations so there will be no cost to booking.

Note: Your remaining consultations available for the year is listed at the top of this next page.

Step 3: Click "Start New Consultation", fill out your basic information, and click continue. 

Step 4: Select a consultation topic from the list and submit. As part of the full service program, you have a secret option "Custom Agenda". This gives you access to your dedicated tax advisor's reserved schedule. 

During the tax season, our team availability is limited so you'll need to select Custom Agenda.