Schedule Your EPIC Tax Consultation
Your tax solutions start here — let our experienced team guide you with confidence and clarity.
View Available TimesChoose Your Appointment Time
Use the online scheduler below to pick a day and time that fits your schedule. You’ll receive an instant confirmation by email.
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How Your Appointment Works
Schedule Online
Pick a convenient time using our online calendar. You’ll receive an instant confirmation by email with all the details.
Share Your Documents
Before your visit, you can securely upload your tax documents or bring them with you to our Plano office.
Meet With a Tax Professional
During your appointment, we review your situation, answer your questions, and provide a clear plan and next steps.
What to Bring to Your Appointment
To make the most of your time with us, please have as many of the following items ready as possible. Don’t worry if you’re missing something — we’ll guide you through it.
- Last year’s tax return
- W–2s and 1099s
- Business income and expense records
- Rental property income and expenses
- Retirement and investment statements
- Childcare, education, and medical expense details
- Any IRS or state tax notices you’ve received