1. Tax Preparation - Have all of your documents? Ready to file taxes? Pick one of these appointments.
- In Person Tax Preparation
1 hour
Use tax preparation for the completion of tax returns. We will discuss your situation and what we can do for you and give you an estimate to do the work at that time. You can decide if you would like to move forward. Returns may be comp ...
- Virtual Tax Preparation (call 512-293-1770 at scheduled time)
1 hour
Use tax preparation for the completion of tax returns. We will discuss your situation and what we can do for you and give you an estimate to do the work at that time. You can decide if you would like to move forward. Returns may be comp ...
2. Consultation - New client? (be advised, we are only accepting new clients with a referral on a case by case basis). Or you are an existing client and need to book time for something other than taxes? Pick one of these appointments.
- Virtual Tax Review (call 512-293-1770 at scheduled time)
20 minutes
Use tax review for the discussion of your completed tax return after we have let you know your return is complete. We will discuss your results, answer questions, make any recommendations, and talk about how to execute your return.
- In Person Business Consultation
1 hour
Use a business consultation appointment if you are looking to start a business, would like help with entity selection, or have questions about your business that has already started. There is no fee associated with this appointment we g ...
- In Person Tax Consultation
1 hour
New clients to our firm use tax consultation to see if we are a good fit for your tax situation. We will discuss your situation and what we can do for you and give you an estimate to do the work at that time. You can decide if you would ...
- Virtual New Client & Other (call 512-293-1770 at scheduled time)
30 minutes
New client? Unsure what you need? Pick this one.
New clients be advised, we are only accepting new clients with a referral on a case by case basis. - Virtual Business Consultation (call 512-293-1770 at scheduled time)
30 minutes
Use a business consultation appointment if you are looking to start a business, would like help with entity selection, or have questions about your business that has already started. There is no fee associated with this appointment we g ...
- Virtual Tax Planning - phone call
30 minutes @ $175.00
Use this appointment to plan for the upcoming year's tax liability and adjust W4 withholding. The fee for this appointment starts at $175.