- Tax Preparation Set Up Call
15 minutes
Most tax preparation is not done while you wait. The process is to upload all documents to your secure portal, including last years tax returns if you are a new client. Prior to appointment please be sure you have completed the Tax Que ...
- Phone Appointment
15 minutes
During this time we can discuss any questions you may have that pertain to your taxes.
- On-Site
1 hour
During this appointment please have all your documents and worksheets complete prior to arrival. If possible you may upload to your secure portal prior to appointment.
- I received a notice from IRS or FTB(CA Franchise Tax Board)
15 minutes
In order to respond to your notice I need a copy of all pages, both front and back. Please scan a copy to your secure portal prior to appointment. Additional charges will apply.