Tax Appointment Preparation
Choose how to contact BL Consulting and learn what to prepare before your appointment.
Request an appointment
Appointments are requested, not automatically confirmed. Our team will respond to discuss availability and next steps.
Request a Tax Appointment Call (305) 735-2105
Before your appointment
Gather your records
Review the tax preparation checklist for identity, income, deductions and credits. Do not send sensitive documents through ordinary email.
View tax checklist →Tell us the type of return
Individual, self-employed, small business, prior-year return or tax notice assistance. We can discuss scope and pricing before work begins.
Secure document exchange
BL Consulting will provide secure instructions for tax records after your initial inquiry. The public website does not accept tax returns or Social Security numbers.
Frequently asked questions
Does requesting an appointment confirm my time?
No. A team member must confirm the appointment.
Can I upload my W-2 or tax return here?
No. Please wait for secure document-sharing instructions.
Can you assist with an IRS notice?
We can review the type of notice and explain the services available within our professional authorization and qualifications.