NEW CLIENT - COMPLIMENTARY DISCOVERY CALL/VIRTUAL MEETING30 minutes
Greetings and welcome. This meeting serves the purpose of gathering information to enhance our mutual understanding and identify your specific needs. Please note that this is a complimentary call or virtual meeting lasting 30 minutes.
EXISTING CLIENT 30 MINUTE CONSULT - IN PERSON OR VIRTUAL30 minutes
This serves as a meeting to review, discuss or answer any questions related to the current year's prepared tax return; drop off tax documents ; discuss any other general questions. This is a 30 minute complimentary meeting with an in p ...
VIRTUAL - ADVISORY/PLANNING MEETING1 hour @ $250.00
This meeting is a billable advisory or planning session scheduled for one hour. It will be conducted via Microsoft Teams. Please anticipate receiving a separate link to access the meeting.
PHONE CALL - ADVISORY/PLANNING MEETING1 hour @ $250.00
This meeting is a billable advisory or planning session scheduled for one hour. It will be conducted via telephone in which Liz will initiate the call.
IN PERSON (ABS OFFICE)- ADVISORY/PLANNING MEETING1 hour @ $250.00
This meeting is a billable advisory or planning session conducted in person at Dublin Roasters Coffee Shop, located 1780 N Market Street Ste C Frederick MD 21701. Please enter through the main entrance and veer right towards the meetin ...
IN PERSON (CLIENT LOCATION) - ADVISORY/PLANNING MEETING1 hour @ $250.00
This is a billable advisory or planning meeting scheduled for one hour at the client's preferred location. Kindly provide the address of the chosen site when making the appointment.
