- Tax Prep - New Client
30 minutes
Meet with one of our team members in our office. It typically takes 30 minutes to review and discuss your tax documents.
- Tax Prep - Established clients
30 minutes
Meet with one of our team members in our office to review your specific tax situation.
- Tax finalization meeting
15 minutes
Meet with one of our team members to review, sign and finalize your tax returns for filing.
- Telephone Consultation
15 minutes
Have a question? Or wondering if we can help? Let us know the best time to reach you and one of our team members will contact you.
- Bookkeeping/Accounting Consultation
30 minutes
If you are looking for support with your bookkeeping and accounting needs, we can help. Our team manages accounts payable, accounts receivable, bank reconciliation, financial reporting and cash flow projections, along with many other s ...
- Business Setup
30 minutes
We can help you determine the best organizational structure for your small business, whether it be a sole proprietorship, a partnership, an LLC, or S-Corp.
- OTHER
30 minutes
Let us know what you would like to meet with us about and we will be sure to connect you with the best team member for your situation.
