How to Self-Reschedule Appointments

We understand that plans can change. If you need to reschedule your appointment, follow these simple steps using the original confirmation email you received to make the process smooth and hassle-free:


1. Open the original appointment confirmation email in your inbox.

Tip: Search your inbox for ‘Gallagher’ or ‘appointment’ or ‘tax.’)

2. Click the ‘Change/Cancel’ button/link at the bottom of the email.

3. Select a new time slot that works best for you from the provided options.

4. Once you have chosen a new time, click "Confirm" or "Reschedule" to update your appointment.

5. You will receive a new confirmation email with the details of your rescheduled appointment.


That's it! If you have any questions or need further assistance, feel free to reach out to our team.

Previous
Previous

Tips on Working with Your Tax Professional

Next
Next

How to Make Your Tax Season Easier