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A 30-minute telephone consultation to plan ahead, not look back.

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In Office

Atlanta Metro headquarters

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Video Consultation

Secure video, from anywhere

Mode 03

Phone Appointment

For straightforward filings

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Tell us what you'd like to cover in the notes and we'll call you at the number you provide.

30-minute call by telephone

Income, deductions and estimated payments reviewed

Recommendations on the planning package that fits

Led by an IRS Enrolled Agent

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Tax planning consultations are 30 minutes by telephone — we'll call you.

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Southeast Tax Services: your Aug 13, 2026 at 2:00 PM ET (In Office) appointment is confirmed. Reschedule or cancel: setaxfirm.com/manage. Upload docs: setaxfirm.com/upload. Reply STOP to opt out.

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