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You’re all set. 🎉

Your consultation is booked.
Check your email for your meeting invite and details.

✔ Have your documents ready — Mikaela can give an on-the-spot refund estimate during your call

✔ Bring these documents (if you have them):

  • W-2s

  • 1099s

  • 1098s (mortgage interest)

  • 1098-Ts (tuition)

  • Dependent info

  • Business income + expenses
     

Don’t worry if you don’t have everything — we’ll guide you on the call.

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