Mon – Fri · 9:30 AM – 6:00 PM ET

Serving clients across the U.S. ·

Se habla español

Home / Book a Consultation

BOOK A CONSULTATION

Pick a time. We'll take it from there.

Choose a day and time that suits you. We'll meet by phone or video to talk about your taxes, books or business — in English or Spanish.

1

Choose a time

2

Add Your Details

3

Get your Confirmation email

Consultation

with Vicky M., Accountant, ERO.

[30] minutes

Phone or video call

Mon – Fri · 9:30 AM – 6:00 PM ET

English or Español

WE'LL TALK ABOUT

Prefer to call?

877-369-4545

Hablamos español

SELECT A DATE & TIME

Schedule your consultation

Times show in your own time zone

AFTER YOU BOOK

What happens next

01

Confirmation email

You'll receive an email with your appointment time and a calendar invite.

02

We talk it through

We call you or meet by video at the time you chose, and learn about your needs.

03

Your plan and price

We explain the next steps and give you a clear price before any work begins.

04

Upload your documents

Share your paperwork safely through our secure client portal.

BOOKING QUESTIONS

Good to know before you book

Can I reschedule or cancel?

Yes. Your confirmation email includes links to reschedule or cancel your appointment.

I live outside New Jersey. Is that OK?

Of course. We work with clients in all 50 states, and the calendar shows times in your own time zone.

What should I have ready for the call?

Just a short idea of what you need help with. If it's about taxes, last year's return is helpful — but not required.

¿Puedo tener la consulta en español?

Sí. Indique "Español" al reservar y con gusto le atendemos en español.