Book an appointment

New Client - Free Initial Consultation

Up to 1 hour for an initial consultation. A deposit is required for all prospective new clients. The deposit will be refunded to you if you do not choose to become a client. If you do choose to become a client, the deposit will be applied to your future billing.

$100 · 1 hour

Phone meeting

This is an appointment for a phone conference. You can discuss anything you wish (business, personal, taxes, payroll, etc.) If you are an existing client, then the pricing for this is based upon your current pricing agreement.

Price Varies · 30 minutes

In-person meeting

This is an appointment for an in-person meeting. You can discuss anything you wish (business, personal, taxes, payroll, etc.) If you are an existing client, then the pricing for this is based upon your current pricing agreement.

Price Varies · 1 hour

Bookkeeping drop off

This appointment is for you to drop off your monthly bookkeeping documents (QuickBooks file, spreadsheets, bank statements, credit card statements, receipts, etc.). Once we have your documents, we can begin working on your monthly financials.

Free · 30 minutes

Bookkeeping pick up / Review monthly financials

During this appointment, you can pick up your copies of your monthly financials. We will also review them together, to determine ways to save tax.

$50 · 1 hour

New Corporation or LLC setup

During this appointment, we will discuss the setup of your new S Corporation, C Corporation or LLC. We will determine a name and ownership, etc. You can also bring in completed setup documents (can be found on our website) for us to begin the process.

Starting at $429 · 1 hour

Payroll setup

During this appointment, you can give us all documents needed in order to begin preparing your regular payroll. These documents may include W-4, A-4, I-9, new employee information sheet, etc.

Free · 1 hour

Tax Return drop off - personal

This appointment is for your tax return interview and to drop off your tax return organizer and/or tax return documents (W-2's, 1099's, mortgage interest, deductions, etc.). Once we have your tax return documents, we can begin working on your tax return.

Starting at $100 · 1 hour

Tax Return drop off - business

This appointment is for your tax return interview and to drop off your tax return organizer and/or tax return documents (QuickBooks file, spreadsheets, bank statements, credit card statements, receipts, etc.). Once we have your tax return documents, we can begin working on your tax return.

Starting at $300 · 1 hour

Tax Return pick up

This appointment is for you to pick up your completed tax returns (meaning we have notified you that the tax returns are complete) During this appointment you can sign your tax returns (which we can file for you) and receive your copies (for your records).

Free · 30 minutes

Tax Resolution consultation (includes Offer in Compromise)

During this appointment, we will discuss ways in which we may be able to reduce or eliminate past due taxes owed. We may review your past tax returns and any IRS notices, etc. You should bring in all relevant tax returns and notices (if business-related, also bring in your accounting records and/or QuickBooks file).

Free · 2 hours

International Business Corporation - consultation

During this appointment, we will discuss the setup of your new Offshore International Business Corporation or LLC. We will determine a name and ownership, etc. You can also bring in completed setup documents (can be found on our website) for us to begin the process.

Starting at $10,000 · 4 hours

Real Estate consulting

$250 · 1 hour

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Christian Culpepper