Tax Prep
- New Business Tax Appointment Telephone: retainer required
30 minutes @ $875.00
Please contact our office prior to scheduling this appointment type. In order for us to prepare your business tax return you must maintain an accurate, reconciled set of books. We must have access to your general ledger, profit/loss, an ...
- New Business Tax Appointment Zoom: retainer required
30 minutes @ $875.00
Please contact our office prior to scheduling this appointment type. In order for us to prepare your business tax return you must maintain an accurate, reconciled set of books. We must have access to your general ledger, profit/loss, a ...
- Tax: New Client Telephone Appointment 520-344-4149
1 hour @ $414.95
Tax appointment for a new client. Please review our engagement letter and organizer prior to scheduling. This document can be found here
https://www.dropbox.com/scl/fo/u9lexnat8h88ebhntvn9f/h?rlkey=lzxou0ma98n4bqay5703sgors&dl=0 - Tax: New Client Zoom Appointment
1 hour @ $414.95
Tax appointment for a new client. Please review our engagement letter and organizer prior to scheduling. This document can be found here
https://www.dropbox.com/scl/fo/u9lexnat8h88ebhntvn9f/h?rlkey=lzxou0ma98n4bqay5703sgors&dl=0 - Tax: Return Client Telephone 520-344-4149
30 minutes
Existing clients schedule your tax appointment by telephone. Please call the office at 520.344.4149 at your appointment time.
- Tax: Return Client Zoom
30 minutes
Existing clients schedule your tax appointment by Zoom. A link will be sent to you prior to your appointment.
The Family Office
- Family Office Zoom Appointment
30 minutes
Schedule to learn how our Family Office can help you. The Family Office focuses on the integration of tax planning, estate planning, wealth management, and risk management into one cohesive experience. Creating an organized and unifie ...
- Family Office Telephone Appointment 520-344-4149
30 minutes
Schedule to learn how our Family Office can help you. The Family Office focuses on the integration of tax planning, estate planning, wealth management, and risk management into one cohesive experience. Creating an organized and unifie ...