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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

Tax & Bookkeeping Advisory Appointment

Included in our Premier Tax Preparation and Advisory Package at no additional cost! 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.

$250 · 1 hour


Roxanne Richardson
Teresa Freis