Tax season kind of feels like trying to assemble IKEA furniture without the instructions—and maybe with missing screws. Whether you're scratching your head over how to shrink your tax bill, curious if switching to S-Corp status could save you some cash, or just stuck in a weird tax situation that Google can't solve, our Tax Pro Consultation service is here to help untangle the mess!
The Tax Pro section of your Keeper app 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 with a tax pro, go to the Tax Pro section in your app, or tap the three-dot menu (...) in the top-right corner of the Deductions section and select Book a tax pro call.
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, select 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, just go to the Tax Pro section in your web dashboard. You’ll see the call details there—click “Join call” at the scheduled time to meet with your tax expert.
If needed, you can cancel the call from the same screen, up to 24 hours in advance.
Make sure you have Zoom downloaded and ready to go before the meeting.
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!