Book Discovery Call Slot

Using the calendar on the right, please book a time slot for a discovery call. If there are no available slots that work for you in the next two weeks, please reach out to me directly at doug@dougjohnsoncpa.com.

Upload Prior Year Return for Review

Prior to our discovery call, please use this link to create an account on our secure client portal TaxDome. Once you’ve created an account, please upload your last filed tax returns (including business returns, if applicable). By reviewing your prior year return in advance of our call, we’re able to round out our view of your tax situation and ensure that we use our time together as efficiently as possible.

Note: In alignment with our commitment to data security, TaxDome is SOC 2 Type 2 certified (the most comprehensive and rigorous standard for data security compliance).

Other Questions or Notes

If you have any other questions or notes to add after booking your discovery call, feel free to reach out directly via email at doug@dougjohnsoncpa.com.