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This virtual service is for potential and new clients only! Please use this time to discuss your tax, accounting and/or general business needs and to learn how we can help you meet those needs. This service can be conducted by phone, video conference, or in person.
This service is for all consulting, planning, review, or general questions beyond the initial consultation appointment. Appointments will be conducted by phone or video chat only. NEW CLIENTS SHOULD BOOK THE INITIAL CONSULTATION AT THE TOP OF THIS PAGE.
PLEASE NOTE: Due diligence requirements may require the time allotted to your specific request to last longer than your scheduled appointment. An estimate of the charges to complete your particular project will be provided and you will be billed accordingly. Payment MUST be received before service is performed.
Tax preparation needs vary by client and the time to complete a return varies based on the complexity of the return. An estimate of the total cost of your tax preparation will be given during your appointment. This estimate will be based on the time to complete your return upon receipt of the tax documentation needed for accurate preparation. NEW CLIENTS SHOULD BOOK THE INITIAL CONSULTATION AT THE TOP OF THIS PAGE.
PLEASE NOTE: Payment is required before any work will be done on your behalf. The fee for this slot is for the time accrued during this appointment. It can be netted against the charges invoiced for this service.
This slot is for tax preparation clients that have already paid in full for their current year tax preparation. This time can be used to discuss additional documentation that was requested or that may be needed to support items on the return.
NEW CLIENTS should book the INITIAL CONSULTATION at the top of this page.
OTHER EXISTING CLIENTS, please book the “INITIAL APPT FOR CURRENT SEASON” appointment or the “FINAL REVIEW” appointment where applicable.
This slot is for tax preparation clients that have already paid in full for their current year tax preparation. This time can be used to review the final copy of your tax return and to address any questions about the return before filing.
OTHER EXISTING CLIENTS, please book the “INITIAL APPT FOR CURRENT SEASON” appointment or the “INTERIM FOLLOW-UP MEETING” appointment, where applicable.
2-hour block of dedicated Quickbooks training to help resolve issues in your company’s books; show you how to enter specific types of transactions, reconcile your accounts, run reports, make corrections, etc; or address any lingering confusion regarding whether the data that you need to make sound decisions for your business is in the system and accurately posted.
Prerequisite: Training documentation and videos are provided ahead of time, so clients are expected to have gotten familiar with the material so as to maximize the training time by actually DOing some of the steps required to complete the tasks needed for their particular businesses. Clients would get the most out of this session by having specific questions ready so that the areas of key importance to them are addressed first.
This service is for time allocated to assisting with your tax notice or audit. CPAs, EAs, and Tax Attorneys are the only professionals approved to represent you before the IRS in the U.S. Tax Court. It pays to have a qualified licensed representative by your side during this highly stressful time!
PLEASE NOTE: An upfront retainer may be required to handle your case.