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Initial Client Interview - New clients only-VIRTUAL MEETING
Due to COVID-19 Restrictions our Meetings are now Virtual until Further Notice. Please look for a Zoom Invitation from us when you confirm your appointment. This brief conference allows us to meet and determine if we can successfully work together. Please bring your tax returns for the previous 2 years and any other important documents you deem necessary. New clients are required to pay a retainer of $150 to be applied against your total fee which should be determined during this meeting. Please review our organizer available on our website for assistance in gathering your tax documents.
Free · 20 minutes
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Tax Preparation Conference-VIRTUAL MEETING
Due to COVID-19 Restrictions our Meetings are now Virtual until Further Notice. Please look for a Zoom Invitation from us when you confirm your appointment. Please your tax organizer with you or you can download a blank copy from our website.
Free · 45 minutes
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Business Start-up Conference-VIRTUAL MEETING
$180 · 1 hour
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Tax Planning Conference-VIRTUAL MEETING
Due to COVID-19 Restrictions our Meetings are now Virtual until Further Notice. Please look for a Zoom Invitation from us when you confirm your appointment.
$180 · 1 hour
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Financial Planning Conference-VIRTUAL MEETING
Due to COVID-19 Restrictions our Meetings are now Virtual until Further Notice. Please look for a Zoom Invitation from us when you confirm your appointment.
$180 · 1 hour
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Not-For-Profit Tax & Financial Consulting-VIRTUAL MEETING
Due to COVID-19 Restrictions our Meetings are now Virtual until Further Notice. Please look for a Zoom Invitation from us when you confirm your appointment.
$180 · 1 hour
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Accounting & Bookkeeping for Business Consulting- VIRTUAL MEETING
Due to COVID-19 Restrictions our Meetings are now Virtual until Further Notice. Please look for a Zoom Invitation from us when you confirm your appointment.
$180 · 1 hour