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Online Tax Preparation Booking

All BoswickTax appointments are completed online with no need to meet in-person

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What to Expect

Duration

The duration of the meeting will depend on the complexity of your income tax return. In general, individual income tax preparation will take about 1 hour to complete and business income tax will take around 2 hours. Another meeting may be scheduled if the return can’t be completed in the scheduled time.

Platform

All meetings will take place via Microsoft Teams. The meeting link will be provided in the confirmation email sent from Microsoft Bookings. This link can be used on a mobile device or computer. You will be given an opportunity to choose video and audio settings. Video is not required.

Payments

Payment for the tax preparation service is expected at the end of the meeting once the return has been completed. Payment information can be provided directly to the tax preparer, or a payment link can be requested. A copy of the invoice will be uploaded to your Drake Portals for your records.

Reschedule or Cancel

If you cannot make it to your scheduled appointment, please reschedule or cancel using the reschedule link in your booking confirmation email. If you are having a difficult time rescheduling, reach out to us at support@boswicktax.com or click the reschedule button below.

Reschedule

Online Portal

We use an online client portal for secure file exchange of confidential documents. We'll get you setup with an account of your own after an appointment has been booked. You'll have 24/7 access to your online portal where you will be able to review documents, sign documents, and communicate with your tax preparer.

Signing Documents

Our online client portal has an eSignature feature that will allow your tax preparer to send documents for you to sign. This feature makes eFile very simple and efficient. You will be able to sign using a mobile device or computer. Before using eSignature, you will be required to complete the ID verification questions.

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