Schedule a Discovery appointment to discuss your tax or accounting situation and see if we are a good fit. No billable work will be completed during this consultation.

Existing clients schedule your tax appointment by telephone. Please call the office at 520.344.4149 at your appointment time.

Existing clients schedule your tax appointment by Zoom. A link will be sent to you prior to your appointment.

Tax appointment for a new client. Please provide us with a copy of your last filed tax return and all of your current year tax documents.

When should you claim? We can help. We offer spousal planning, divorce planning, survivor planning, WEP/GPO planning, and can even perform a breakeven analysis or a reinvest breakeven analysis for you. Please download your most current SSA statements from SSA.GOV prior to your appointment.

Remove the guesswork with our ROTH conversion analysis.

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall strategy, you can use our experience and access to current new developments in the tax laws to minimize both your current and future tax liabilities. Fees for tax planning vary based on complexity. The $300 retainer will be applied to your account and any balance will be due upon completion and before delivery.