- New Client Appointment - Zoom
15 minutes
"Meet and Greet" appointment - for new clients only, to get acquainted with your general tax situation
- New Client Appointment - Google Meet
15 minutes
"Meet and Greet" appointment - for new clients only, to get acquainted with your general tax situation. Once you have selected an appointment time, use the menu on the following page to select your preferred appointment type.
- Consultation - Google Meet
1 hour
Paid client consultation - planning package hours can be used. Once you have selected an appointment time, use the menu on the following page to select your preferred appointment type.
- 1/2 Hour Consultation - Google Meet
30 minutes
Paid client consultation - planning package hours can be used. Once you have selected an appointment time, use the menu on the following page to select your preferred appointment type.
- New Client Appointment - Phone/Other
15 minutes
"Meet and Greet" appointment - for new clients only, to get acquainted with your general tax situation. Once you have selected an appointment time, use the menu on the following page to select your preferred appointment type. This f ...
- Consultation - Zoom
1 hour
Paid client consultation - planning package hours can be used
- Consultation - Phone/Other
1 hour
Paid client consultation - planning package hours can be used. Once you have selected an appointment time, use the menu on the following page to select your preferred appointment type. This form does not work for setting up in-person ...
- 1/2 Hour Consultation - Zoom
30 minutes
Paid client consultation - planning package hours can be used
- 1/2 Hour Consultation - Phone/Other
30 minutes
Paid client consultation - planning package hours can be used. Once you have selected an appointment time, use the menu on the following page to select your preferred appointment type. This form does not work for setting up in-person ...
