Beginning tax year 2025, consultations ​appointments will be required for all new clients.  Consultations for new clients are always free. New clients will have the opportunity to get to know Star Pro Tax as a service provider and we will like to get to know any potential new client’s situation prior to onboarding/accepting.  New client appointment times are set up for 15 minutes and you can select your preferred meeting option from the choices below.  Due to lessons learned from previous tax years, new clients residing in the U.S. regardless of time zone are encouraged to choose the phone or Teams option.  If we are unable to get a clear picture of how to better serve you, a Phone or Teams option will be requested of you. Our intent is to not cause delays in the preparation process simply because we are unable to get questions answered. 

If you choose email consult as your preferred meeting option, to better serve you please provide all the required background information as requested in the email consult in a timely manner. If you have any questions, please contact me at any time at starprotax@gmail.com. Thank you for understanding, thank you for interest and thank you for supporting my small veteran owened business!

Please select your prefered meeting place

Email Consultation: We understand that you are busy or perhaps you work abroad. You may even reside in a different time zone . Consultations for new clients in this case may be held via email.  Please be available to provide all background information or other relevant information necessary to begin preparing your tax return via email in a timely manner. Your New Client Intake form will be reviewed and any questions that we may have will be sent to you by email. 

NOTE: If you choose the Email Consultation option, submit this form without selecting an appointment time from below as there is no need. If I am unable to obtain answers to questions or missing information during the email consult, you will be required to choose a phone or Teams meeting. 

Phone Consultations:  Consultation will be held over the phone where we can discuss tax matters and address your concerns.  No files are shared during this call. If you have tax forms or IRS Letters please choose another option or upload them with this consult form.  Depending on the complexity of your issue, your consult may be upgraded to a Video Chat. 

WhatsApp Consultations:  Consultation will be held over the phone via WhatsApp for clients who are in other countries and in different timezones where their cell phones do not work.

Video Chat: Consultation will be held in a Video meeting place such as Microsoft Teams (Preferred) or Zoom. Teams makes file sharing easy and all information discussed during this call is in one place for ease of organization. You do not need to have a Teams account or the app to join a meeting. You will be able to join through the invite or by calling the number provided. 

Choose from the consultation times below.

Please choose a time between 4pm and 7pm MST (Wednesday, Thursday, Friday)

Please choose a time between 1pm and 7pm MST (Saturday)