--- title: How to Schedule a Tax Consultation description: Taxes don’t need to be complicated anymore. Walk away with a clearer understanding of your tax situation and gain the confidence to make informed financial decisions. --- [Skip to content](https://help.advisor.com/tax-consultations#main-content) English Show submenu for translations ![](https://help.advisor.com/hs-fs/hubfs/logomark-black.png?width=100&height=75&name=logomark-black.png) Open main navigation Close main navigation - English Show submenu for translations How can we help you? - There are no suggestions because the search field is empty. 1. [Advisor Wealth Management Help Center](https://help.advisor.com/?hsLang=en) 2. [Taxes & Tax Filing Services](https://help.advisor.com/taxes-tax-filing-services?hsLang=en) 3. [Tax Filing Services](https://help.advisor.com/taxes-tax-filing-services?hsLang=en#tax-filing-services) # How to Schedule a Tax Consultation ## ABOUT OUR TAX CONSULTATION SERVICE ### **Navigate taxes confidently with licensed support** Meet one-on-one with a licensed CPA or EA over a video call, where a [Tax Professional](https://help.advisor.com/what-is-a-tax-pro?hsLang=en) will guide you through any questions or concerns about your tax situation. You’ll have the flexibility to dive deeper during the call, with the option to share relevant documents for a more detailed discussion and tailored advice. #### **How much does it cost?** - - **30-minute call** – $50 - **60-minute call** – $110 While tax filing services are included in your membership fee, additional consultations with licensed tax professionals are available at a discounted rate for our clients. We will invoice you directly once your consultation is complete. #### **How do I sign-up?** 1. Go to our tax portal: [https://www.taxfyle.com/partnership/awm](https://www.taxfyle.com/partnership/awm) and select "get started" 2. Select "sign-up" or "sign-in" on the next screen to create your account on our tax portal. If you used have use our tax services before, then your account is still active and you can just sign-in. Use the forgot username/password option if you need to recover your credentials. 1. Answer a few questions regarding your situation/concern. 2. Continue through the prompts to select timeframes that work best for you Select the "Advisory" service ![](https://api.hubspot.com/filemanager/api/v2/files/184942779044/signed-url-redirect?portalId=22690516) 3. Answer a few questions regarding your situation/concern. 4. Continue through the prompts to select timeframes that work best for you. **Make sure to choose a variety of choices across different days.** ![](https://api.hubspot.com/filemanager/api/v2/files/184946134400/signed-url-redirect?portalId=22690516) 5. Once you complete these steps, you'll be matched with a tax professional whose expertise best fits your needs and availability to meet. 6. Once your consultation is complete, our operations team will send you an invoice you can easily pay online. #### **FAQs** **How much does it cost?** > While tax filing services are included in your membership fee, additional consultations are available at a discounted rate for our clients: - - **30-minute call** – $50 - **60-minute call** – $110 **How will I be invoiced?** > We’ve arranged a discounted rate for our clients, and our partner, TaxFyle, bills us directly. Once your consultation is complete, our operations team will send you an invoice you can easily pay online. **Can I extend my consultation if I need more time?** > Yes, if you need additional time, you can purchase it to complete your consultation. **Is there a limit to the number of questions I can ask?** > No, feel free to ask as many questions as time allows. If more time is needed, additional time can be purchased to extend your consultation. **What if my call drops or I experience technical difficulties?** > If the call is interrupted, your Tax Pro will reach out to you via the platform chat. If consultation time remains, they will reconnect to continue the session. **Can I send documentation prior to the call?** > Absolutely. 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