Your Consultation Is Confirmed

We appreciate you scheduling your consultation with Envision Tax Relief.
Your booking has been successfully received, and we look forward to speaking with you soon.

Next Steps

We’ve sent a calendar invitation to your email with your confirmed date and time.
If you don’t see it in your inbox, please check your spam or junk folder, or contact us directly at:

Email: [email protected]
Phone: (914) 689-4953

Session Details

Your consultation will be conducted via Zoom.
To ensure an efficient and productive meeting:

• Find a quiet, distraction-free space
• Have any relevant notes or documents ready that you’d like to discuss
• Make sure your internet connection and audio setup are working properly

If You File Taxes Jointly

If you are married and file taxes jointly, we strongly recommend attending the session with your spouse.
This allows us to review your full financial picture and provide the most accurate, tailored guidance.

What to Expect

During your consultation, we will:

• Review the information you’ve shared and discuss your current tax, compliance, or financial situation
• Clarify any notices received, filing gaps, or areas of concern
• Identify immediate priorities and potential paths forward, including compliance, preparation, or resolution support
• Outline next steps and explain what documentation or authorizations may be required, if you choose to proceed

By the end of the session, you will understand where you stand, what options may be available, and the steps required to move forward with clarity and confidence.