Start with a fit conversation.
Pick a specialist and a time. Have your most recent return handy and a sense of what's coming up this year — a vest, a closing, a sale, an exercise. If we're not the right fit, you'll know by the end of the call.
Tell us two things. We'll point you to the right person.
Every new relationship starts with one of our tax planning specialists. Pick what you need help with and your household income, and we'll match you — then book straight onto their calendar.
Not sure who to pick? Use the matcher above, or email Stephanie and she'll place you.
7700 Byron Center Ave SW
Byron Center, MI 49315
Mon – Fri · 9:00 AM – 5:00 PM ET
Sat – Sun · Closed
Documents, e-signatures, and secure messages go through the Soraban client portal. Open the client portal · Check a federal refund with the IRS · Client access page