Book an appointment

Initial 1040 Consultation

We'd love to meet you and discuss how we can help you with your personal tax requirements. Book your no-cost, no-obligation consultation TODAY!

Free · 30 minutes

Meet with Client

Price Varies · 2 hours

Initial Business Consultation

We'd love to meet you & discuss how we can help you with your business tax, payroll and/or accounting needs. Book your no-cost, no-obligation consultation TODAY!

Free · 30 minutes

Initial Estate/Trust Consultation

The purpose of the initial consultation meeting is to discuss your estate and trust administration needs and see how we can help you. Book your no-cost, no-obligation consultation TODAY!

Free · 30 minutes

Tax Prep Interview-Personal

Please bring your tax organizer or questionnaire, tax documents & questions. It may be possible to complete your tax returns during your initial visit.

Price Varies · 1 hour

Tax Prep Interview-Business

Please bring your balance sheet/income statement, Quickbooks data file, and your questions to this interview. Please contact the office if you need assistance gathering items.

Price Varies · 1 hour

Client-Tax Return Pick Up

We recommend scheduling 15 minutes to go over your completed income tax return. We want our clients to know what they are signing.

Price Varies · 15 minutes

Meeting - FB Live

Free · 1 hour

T

Terri Kerezman CPA