Book an appointment

Initial Discovery Meeting

Initial discovery meeting

Free · 25 minutes

Job Interview - employee or contractor

Free · 30 minutes

Tax Documents Review

On demand

Price Varies · 25 minutes

Existing Client Follow-up Appt

Existing clients wish to have an appt to discuss issues and/or concerns

Free · 25 minutes

Tax Consultation

questions on individual or business income or estate taxes or related planning issues, etc.

$95 · 25 minutes

Annual Acct Review - Jan. 2nd through Feb. 1st

financial plan review which include but not limited to: investment, education, retirement accounts and risk management products review for existing clients

Free · 45 minutes

Semi-annual Acct Review - July 1st through July 31st

Investment accounts, 529 accounts, life ins. policy and annuity contracts (and more) review for existing financial service clients.

Free · 45 minutes


Annie Hung-Scanga