Book Tax Appointment Use the booking tool below to book your appointment
Welcome! Use this booking tool to reserve your spot with Northern Business Solutions at a time that works best for you.
📌 To keep tax season moving quickly and efficiently, we follow a simple process:
- Book an appointment to reserve your place in our tax preparation queue
- Upload your documents and complete your organizer in our client portal: https://northernct.clientportal.com. If you’re a new client, you will receive a separate email invitation to our secure client portal.
- Our team prepares your return, and we’ll schedule a Return Review once your draft is ready
You might be used to booking a time and meeting with me (Mark) right then and there. As we’ve grown, I’ve fine-tuned the process to make things smoother and faster — so your return keeps moving instead of getting stuck waiting on one more document or an unfinished organizer. 📝 Behind the scenes, I’m working closely with my other CPAs as we collaborate on your return so nothing gets overlooked. I’m still hands-on reviewing everything, and this setup gives me the time to be more proactive, dig deeper into your overall tax situation, spot savings opportunities, and deliver real tax planning value — not just “get it filed.” We look forward to helping you!
Booking this appointment reserves your place in our tax preparation queue.
To avoid delays, please upload all documents and complete your organizer in the client portal. Your return review meeting is scheduled after your return draft is prepared.
