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Appointment Preparation Guide

Before Your Appointment

During Your Appointment

Jot Down Your Questions

Make a quick list of any questions or concerns you have about your taxes—like recent changes, deductions, or payment plans. This helps cover everything and makes the process smoother.

Grab Your Documents

Not sure what your tax pro needs? No problem! Just answer a few questions to get a checklist tailored to your tax situation.

Create My Checklist

Upload Your Documents

Upload your documents and fill out a client questionnaire. This helps your tax professional review and understand your tax situation.

Sign Up for Client Portal

Effortless Tax Appointment

Whether you've chosen a virtual, in-person, or mobile appointment, your initial call with your tax pro will be between 30 to 60 minutes. We're here to make things clear and manageable, setting you up for a smooth tax experience.

Meeting with Your
Tax Pro

We believe clear conversations help you understand your finances and make better decisions. We're here to simplify tax issues and guide you through a stress-free tax season.

Staying in touch

Your tax professional stays in close contact via email, text, and follow-ups, ensuring you feel informed and confident while filing your tax return with us.

Don’t Have a Tax Appointment Yet?

At TakeAway Tax, you’re not limited to one location. Choose the tax professional who fits your needs best, no matter where they are. Click the button below to search our tax pro directory and find your perfect match.
Find Your Tax Professional

Frequently Asked Question

We communicate through phone, email, and secure messaging platforms to ensure your data stays safe. We aim to respond within 24 hours but often get back to you even sooner. Your time is valuable, and we’re dedicated to keeping you informed promptly.

We offer year-round support, not just during tax season. We know that tax concerns can arise at any time, so we’re here to help whenever you need us. Whether you have a mid-year question or need ongoing advice, you can count on us.

We have a rigorous multi-step review process. Each tax return or financial statement undergoes multiple checks by different team members, followed by a final review from a senior professional. Our comprehensive approach minimizes errors and ensures accuracy.

If your tax professional is no longer with the franchise, rest assured we’ve got you covered. We will smoothly transition you to another qualified professional on our team who will be fully briefed on your situation. Our commitment is to provide uninterrupted, high-quality service regardless of changes in personnel.

At TakeAwayTax, tax preparation services start at $340. The final cost depends on the complexity of your tax situation. For more precise pricing, speak with one of our tax professionals. They’ll ensure you get the best value and make tax season hassle-free.

We support the preparation and filing of federal tax returns for individuals, businesses, and other entities across the United States. Additionally, we assist with state tax returns for all 50 states, including income tax and other state-specific filings. We also specialize in expat tax filing, helping U.S. citizens living abroad meet their federal and state tax obligations.

Yes, you’ll receive a copy of your tax return for your records. Once completed, a copy will be uploaded to your client portal. You can also request a paper copy from your tax professional for pickup at our downtown location. It’s important to keep this copy for future reference and in caseof an audit.

If you owe money on your taxes, TakeAwayTax can help you understand your payment options, including setting up payment plans or exploring other solutions to manage your tax debt.

Easily book a call and upload documents with the free TakeAway Tax app.

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