Book an appointment

Initial Free Consultation - Office Meeting

Meet with someone from our team for a 1/2 to discuss your personal or business needs with us. At the end of the meeting, we will both see if we are a good fit for each other and plan accordingly from there.

Free · 30 minutes

Personal Tax Appointment

Please use this option when booking a tax appointment for your personal taxes. If not an existing client, please bring at least last year's return if available. In addition, please bring all income, mortgage statements, student loan statements and anything else you feel may apply to your situation. If you are unsure about something, bring it along and we will discuss whether or not it can be used.

Free · 30 minutes

Business Tax Appointment

Please use this option if you are booking a tax appointment for your business. This option can be used for those with a business and for their personal taxes as well. A business can range from a full-time venture to a side business in addition to a W2 job. Please bring all relevant business statements, such as profit and loss statements, or a listing of all expenses and income. If a new client, please bring in your previous year's return if possible.

Free · 30 minutes

Initial Free Consultation - Phone Meeting

Talk with someone from our team for a 1/2 to discuss your personal or business needs with us. At the end of the meeting, we will both see if we are a good fit for each other and plan accordingly from there.

Free · 30 minutes

Consultation - Office Meeting

If you are an existing client, use this option to schedule a consultation with someone from our team. Consultations can be used for general advice, training, estimates, etc. If unsure, please email us at tax@bryanshearer.accountant.

$100 · 1 hour

Consultation - Phone Meeting

If you are an existing client, use this option to schedule a consultation with someone from our team. Consultations can be used for general advice, training, estimates, etc. If unsure, please email us at tax@bryanshearer.accountant.

$100 · 1 hour

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Bryan Shearer