Book Appointment

Pick the appointment that fits your needs.

Each appointment type routes to the correct assigned calendar, team, and business. Choose the one that matches your situation.

Appointment types

Choose how you'd like to meet

Confirmation, appointment details, and consent-based reminders are sent after booking.

Tax Preparation Consultation

New or prospective clients ready to start a return. Routed to the Approved Tax preparation team.

Approved Tax & Financial

Calendar integration: Native calendar booking connects here when configured. Your appointment is confirmed by the assigned team.

Existing Client Assistance

Already filed with us? Get help with questions, amendments, or next-season planning.

Approved Tax & Financial

Calendar integration: Native calendar booking connects here when configured. Your appointment is confirmed by the assigned team.

Tax Preparer Recruitment / Orientation

Interested in joining our team? Book an orientation after you've applied.

Approved Tax & Financial

Calendar integration: Native calendar booking connects here when configured. Your appointment is confirmed by the assigned team.

Professional Tax Software Consultation

For tax businesses exploring Partners Tech Tax Software — a separate business.

Partners Tech Tax Software

Calendar integration: Native calendar booking connects here when configured. Your appointment is confirmed by the assigned team.

Administrator setup checklist

Calendars are connected through native calendar integrations when configured. Until each calendar is live, this page shows clearly labeled integration placeholders — no placeholder booking links are used as live destinations.

Confirmation and appointment details sent after booking

Consent-based reminders — no promotional messages without consent

Each type routes to its assigned team and business

No invented calendar IDs or placeholder live links

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