What is a Tax Advisory Consult?
A Tax Advisory Consult is an optional add-on available to Heard members who are filing their annual taxes with Heard and have completed the required preparation modules. It gives you one-on-one time with your dedicated Tax Preparer, the same person handling your returns, so you can ask questions, walk through your filing, and talk through ways to lower your tax burden in the future.
Consults are available in 30-minute and 60-minute sessions.
Who can book a Tax Advisory Consult?
To be eligible to book a consult, you must:
- Have an active tax filing job with Heard
- Have completed year-end bookkeeping
- Have completed the Tax Questionnaire
- Have been connected with a Tax Preparer
All four requirements must be met before the booking option becomes available in your account. This ensures your Tax Preparer has everything they need to make your session as useful as possible.
If you don't see the option to book, check your Taxes > Annual page to see which steps are still pending.
What can I discuss in my consult?
A Tax Preparer handles the entire process of preparing, reviewing, and filing your taxes from beginning to end. Booking a phone consultation with your dedicated tax preparer is a great way to discuss any topics that relate to your tax return filing.
- Discuss complex tax situations: Convey your unique and complicated tax scenarios in-depth to your tax preparer.
- Review your tax return in detail: Schedule a walkthrough of your return to resolve any lingering questions you may have.
- Get tax planning advice: Create a strategy with your tax advisor for how to prepare for taxes for the coming year.
How to book a Tax Advisory Consult
Once all required steps are complete, you'll see the booking option in your account.
- From your Heard account, go to Taxes>Annual
- On the right-hand side of the page, click Get tax advice.
- Choose a 30-minute or 60-minute consult and complete the purchase.
- Click View Chat
- Click Set availability
- Set your availability and click Continue.
- Please select at least 3 available dates and times of availability to give the Tax Preparer several options.
- Please select at least 3 available dates and times of availability to give the Tax Preparer several options.
- Your Tax Preparer will review your availability and confirm the appointment.
- You can update your availability at any time before confirmation. To do so, click Edit availability
- You can update your availability at any time before confirmation. To do so, click Edit availability
- Once confirmed, you'll see Appointment confirmed.
How to join your scheduled call
Once you have scheduled the call with your tax preparer, when it is time to join the call, please follow the steps below:
- From your Heard account, go to Taxes>Annual
- Click the Respond in Chat button
- Under "Your Appointment," at the time of your scheduled call, click Join call
Rescheduling your consult
If you need to reschedule your tax consultation, please provide at least 24 hours notice.
- From your Heard account, go to Taxes>Annual
- Click the Respond in Chat button
- Under "Your Appointment," click Reschedule
I’m filing taxes outside of Heard. Can I still book a tax consult?
The tax advisory consult is a service reserved for Heard health and wellness practitioners who are filing their annual tax returns with Heard. Guidance on returns prepared or filed outside of Heard is outside the scope of this service.
Still have questions?
You can message your Tax Preparer anytime through the chat portal in Taxes>Annual or book an additional consult.