Book your tax appointment online
Select the right consultation format for your schedule. UPLINC online provides dedicated phone, video, and virtual tax preparation sessions tailored to individuals and small businesses nationwide from Collingswood, New Jersey.
Choose your appointment format
We offer flexible consultation methods so you can file your returns and plan your finances from the comfort of home or office.
Phone consultation
Ideal for quick answers, discovery calls, and discussing previous tax returns or upcoming filings without needing video access.
Video consultation
Connect face-to-face via screen share for thorough reviews of your W-2s, 1099s, deductions, and tax situation.
Virtual tax filing appointment
A complete filing session including intake verification, document review, and preparation for your federal and state tax returns.
Seamless booking and instant onboarding
Immediately after scheduling, you will receive an automated confirmation email, a secure digital intake questionnaire, and upfront payment or flexible financing links to secure your preferred date and time.
What to have ready for your appointment
To ensure a swift filing experience, please prepare your government-issued photo ID, Social Security cards or ITIN letters, and direct deposit details. Collect all income records including W-2 forms, 1099s (such as 1099-NEC, MISC, INT, DIV, B, or R), and relevant expense logs before our session.
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Flexible payment and financing options
We keep our professional tax services accessible with transparent rates and easy payment choices. You can pay your invoice directly online or select financing solutions to spread the cost over time.
