What is a Tax Advisory Consult?
During the 2024 tax season, Heard is excited to offer Tax Advisory Consults as an add-on with your tax preparer. If you choose to file your taxes with Heard, you can book one-on-one time with your dedicated Tax Preparer for a phone consultation. This personalized support allows you to get immediate answers to review your tax return in detail over a call and discuss proactive planning to help minimize your long-term tax obligations.
What topics can be discussed?
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 can I book a tax advisory consult?
After completing the Tax Questionnaire, you can book a 30 or 60-minute consultation with your dedicated tax preparer.
- From your Heard account, go to Taxes>Annual
- On the right-hand side of the page, click Get tax advice.
- Select a 30 minute or 60 minute consult to purchase.
Your tax preparer will reach out to you via the chat portal to schedule the consult.
How do I join the 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
- On the top of the page, click the Appointment tab
- At the time of your scheduled call, click Join call
What if I need to reschedule the tax consult?
If you need to reschedule your tax consultation, please provide at least 24 hours' notice and reach out to your Tax Preparer directly via the chat portal in Taxes>Annual.
What if I have more questions?
If you have more questions, you can communicate with your tax preparer in the chat portal or book another tax consultation.
I’m filing taxes outside of Heard, can I still book a tax consult?
The tax advisory consult is a service reserved for Heard therapists who are filing their annual tax returns with Heard. Unfortunately, we cannot advise on tax returns filed outside of Heard.