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Tax Consultation 15-min
Held via phone. This is our meet & greet where we get to know you so that we can better advise you. During this appointment, we identify your tax preparation needs and determine if we can assist you.
Free · 15 minutes
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IRS Representation Services Appointment
Free · 1 hour
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Tax Preparation Engagement Meeting
Welcome to Blue Accounting Tax & Consulting Firm new and loyal clients! This meeting is held to ensure all tax documents have been received and to answer any tax concerns you may have. This is held virtually via Bluejeans meeting software.
Free · 45 minutes
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Tax & Bookkeeping Advisory Appointment
Tax advisory and bookkeeping advisory with a tax advisor, providing strategic advice to reduce your tax liability while staying compliant with the IRS. Bookkeeping becomes a team effort with our bookkeeping advisory service. We work with you to ensure your bookkeeping is tax preparation and audit-ready.
Free · 1 hour
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