Schedule Appointment with Copper Canyon Tax and Accounting Services

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We are no longer accepting new clients. We apologize for the inconvenience.

Please select the appropriate appointment type, then select your date and time. We look forward to working with you.

For virtual tax appointments, please deliver all of your documents prior to our appointment. You can deliver to the office or upload to our Client Portal at CopperCanyonTax.com
For Social Security consultations, please download you current Social Security statement from SSA.GOV prior to our appointment. *This appointment is unavailable until May 2022. Please call for more information.

Quantity:

Tax: New Client Telephone Appointment

1 hour @ $364.95

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/s/ny5y5abtm4z0797/2021%20Tax%20Organizer.pdf?dl=0

Tax: New Client Zoom Appointment

1 hour @ $364.95

Tax: Return Client Telephone

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.

Discovery Meeting

30 minutes

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.

Social Security consultation

1 hour @ $300.00

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.

ROTH Conversion

30 minutes @ $175.00

Remove the guesswork with our ROTH conversion analysis.

Tax Planning

30 minutes @ $300.00

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.

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