Make an appointment
A list of items needed to file taxes. A checklist, so to speak. An appointment scheduling form that includes a place to upload files to be sent to you prior to the scheduled appointment. However, those who do not wish to upload their documents should still be permitted to schedule an appointment either via the online form, or by calling.
We will put some call to action text throughout the pages stating "Make Your Appointment Now" that will link to this page.
These are just my suggestions. This should help with your own ideas.