Appointments

Choose how you want to meet.

Clemons Tax Services offers in-person, remote, and virtual appointment options. Scheduling is handled through Square and opens for the 2027 filing season on November 1, 2026.

In-Person

Meet privately at the Clemons Tax Services home office by confirmed appointment.

Appointment required
Address included with confirmation
Bring requested documents

Remote

Complete your filing process without an office visit using the secure Client Portal and remote communication.

Secure document upload
Remote follow-up
No travel required

Virtual / Video

Schedule a video appointment when you want a face-to-face conversation from wherever you are.

Scheduled video meeting
Portal-based document exchange
Convenient review and questions

What to Expect

Five steps from booking to filing.

Book through Square

The 2027 calendar opens Sunday, November 1, 2026.

Receive your confirmation

Your appointment details will be sent after booking. In-person clients receive the private office address with their confirmation.

Prepare your documents

Use our Resources page to get organized before your appointment or upload.

Meet or work remotely

Follow the instructions for your selected appointment type.

Complete your tax-preparation process

We prepare, review, obtain required signatures, and file when the return is ready.

Scheduling opens November 1: Your Square appointment calendar will be connected here before the opening date. Until then, this page gives clients everything they need to know about appointment options.

Need help choosing an appointment type?

Call or send a general inquiry and we can help you choose the right option.

Privacy First

The home-office street address is not displayed publicly and is provided only to confirmed in-person appointments.