Do I need to set up a meeting with a member of the tax team?

No actually. You don’t need to meet with the tax team to file. The only time you will meet with the tax team is if you want to meet for tax planning for the next tax year.

Meeting with the tax team for planning is optional. If you have a simple tax situation, you probably don’t need to meet with the tax team for planning.

If you would like to schedule a tax planning meeting, the link to schedule will sent out at the beginning of the summer.