See you on the call. Three things to know before we meet.
My pleasure — your calendar invite has the Google Meet link and the time. Just so you know, watching the 90-second prep video below makes the call way more productive. If you need to reschedule, the link's in the calendar invite. No drama.
Be at a computer if you can
Not your phone. I sometimes share my screen — your return, the IRS transcript view, the tier brochure. A phone screen makes that hard. If a computer's not possible, that's fine, just let me know in the message thread.
If you're going to be late, message me
If you no-show, we wait five minutes and then we move on. Not because we're harsh — because the calendar is full and someone else is waiting. If you need to reschedule, you can do it right from the calendar invite.
Have last year's return open if you have it
You don't need to send anything. Just have it on your screen for reference. If you don't, that's totally fine — we can still get a lot done from the conversation.