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HOW TO NAVIGATE YOUR REMOTE APPOINTMENT
STEP 1: BOOK YOUR APPOINTMENT BY CLICKING THE "BOOK ONLINE" BUTTON ON THIS SITE, CALL THE OFFICE AT (978) 568-1020, OR SEND US AN EMAIL REQUEST TO POOLETAXSERVICE@GMAIL.COM. PLEASE NOTE THAT THESE OPTIONS WILL NOT BE AVAILABLE UNTIL FRIDAY, JANUARY 23, 2026.
STEP 2: AFTER YOU'VE BOOKED YOUR APPOINTMENT, CHECK YOUR INBOX FOR AN EMAIL FROM "NO-REPLY@SECUREFILE". THIS IS THE LINK TO THE SECURE PORTAL YOU'LL NEED TO UPLOAD YOUR TAX INFORMATION. BE SURE TO SAVE THIS LINK SO THAT YOU'LL HAVE IT AVAILABLE WHEN YOU'RE READY TO COMPLETE YOUR UPLOAD.
STEP 3: YOU NEED TO UPLOAD YOUR INFORMATION AT LEAST THREE DAYS PRIOR TO YOUR SCHEDULED APPOINTMENT. THIS IS TO ENSURE WE HAVE ENOUGH TIME TO DO THE PRELIMINARY DATA ENTRY AS WELL AS REACH OUT TO YOU TO LOCATE AND UPLOAD ANY ADDITIONAL INFORMATION WE REQUEST.
STEP 4: YOU WILL RECEIVE A ZOOM LINK VIA EMAIL WHEN YOU SCHEDULE YOUR APPOINTMENT. SAVE THIS EMAIL! THIS IS A 20 MINUTE MEETING TO FINALIZE DETAILS AND ANSWER QUESTIONS ABOUT YOUR RETURN. PLEASE BE ON-TIME FOR THIS MEETING AS TIME IS ALWAYS AT A PREMIUM DURING TAX SEASON.
STEP 6: AFTER THE MEETING YOU'LL RECEIVE VIA EMAIL A PASSWORD PROTECTED COPY OF THE FINAL DRAFT OF YOUR TAX RETURN TO REVIEW AND APPROVE.
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