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Tax Preparation (Virtual/Phone)

Preparation of Federal, State, and Local Tax Returns. Income based fees available for those who qualify.

Income Based · 1 hour

Tax Planning Consultation

Free Consultation which includes gathering of unique tax situation and assessment of needs for planning. Pricing varies on complexity and quote will be provided with summary of needs in follow-up. Planning & Advice is $250/hour.

FREE · 30 minutes

Tax Prep Follow-up (Current Clients Only)

Please utilize this booking if we have requested you to schedule a follow-up regarding your tax preparation review.

Included in Prep Flat Fee · 15 minutes

Business Consultation

Please note whether you prefer a phone or zoom consultation.

250.00 $250 · 1 hour

Current Client - Meeting

This booking is reserved for current clients; please provide description of follow-up when booking so we can effectively serve you.

15 minutes

W-4 Consult

50.00 · 30 minutes

Coffee Chat

Please book here if you're interested in grabbing coffee with one of our Attorneys! Happy to accommodate in-person and or zoom meetings.

30 minutes

Tax Return Review

Review of prior filings to ensure compliance with applicable IRS practices and procedure as well as assessment for amending, audit risk, etc.

30 minutes


Amanda Kennedy