Tax season feels like walking blindfolded through a room full of Legos, doesn’t it? Maybe you're stuck on how to lower your tax bill or wondering if being taxed as an S-Corp might make sense for your business. Or maybe you're just puzzled by something in your tax life that needs more than a quick Google search. Whatever your question, our Tax Pro Consultation service can help!
The Tax Pro section of your Keeper web dashboard is where you can schedule a one-on-one, 30-minute consultation with your assigned tax expert. This service is available to Premium subscribers and includes one free 30-minute call every three months during your subscription. If you need additional calls, you can book them for just $60 each.
How to schedule a Tax Pro call
To book a call, navigate to the Tax Pro section in your online dashboard. From there, you can view your assigned tax expert’s profile along with a calendar to schedule your consultation. If you select See More below the tax expert’s profile, you’ll be able to browse additional tax experts and choose the one you’d like to schedule a call with.
Before confirming your appointment, be sure to provide information about the topics you want to discuss. Your tax expert will review these notes ahead of your call, so the more details you share, the better prepared they’ll be. Once you’re ready, click “Book tax pro call” to secure your spot.
If you're already subscribed to the Premium plan, your call will be booked immediately. If not, you’ll be prompted to subscribe or upgrade. Don’t worry—if you’re upgrading from an existing plan, you’ll only pay the difference in the cost of your current plan and the Premium plan.
‼️Important: If you need to cancel or reschedule your call, make sure to do so at least 24 hours in advance. You can make changes in the same Tax Pro section. A $30 fee will be charged for no-shows or cancellations made less than 24 hours before your appointment.
How to join your scheduled call
When it’s time for your call, simply return to the Tax Pro section in your web dashboard. You’ll see the call details listed—just click “Join call” at the scheduled time to meet with your tax expert.
If you have questions about the Tax Pro consultation service or need help booking a call, feel free to reach out—we’re here to help!