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

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

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 $450 retainer will be applied to your account and any balance will be due upon completion and before delivery.

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 $450 retainer will be applied to your account and any balance will be due upon completion and before delivery.

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/r5gr03lzvo6n47t/2022%20Organizer.pdf?dl=0

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/r5gr03lzvo6n47t/2022%20Organizer.pdf?dl=0

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.