Independent Accounting Office

Welcome to the scheduling page of Independent Accounting Office. Please follow the instructions to add an event to my calendar.

When scheduling billable time appointments, cancellations are non-refundable and will be rescheduled at no cost only by Independent Accounting Office. Non-billable time appointments will be limited to that duration and overage will be billed accordingly.

    • New Client Consultations-VIA ZOOM

      30 minutes

      30 Minute meet and greet with new client to discuss scope of service needs. Customer calls in 239-791-7796 if not meeting in person or via zoomcall.

    • New Client Consultations (In Office)

      30 minutes

      30 Minute meet and greet with new client to discuss scope of service needs. Meeting to take place at our office 886 Park Avenue, Suite 202, Marco Island, FL 34145 or an agreed upon place.

    • New Client Consultations (Phone Call)

      30 minutes

      30 Minute meet and greet with new client to discuss scope of service needs. Customer calls in 239-791-7796 if not meeting in person or via zoomcall.

    1 - Bookkeeping/Entity Formation/Miscellaneous

    • Bookkeeping Review - Minimum 1 hr billable time

      1 hour @ $250.00

      This will be an in house or online review of Quickbooks, or other client financial data. Additional time will be billed accordingly to the next 15 minute increment

    • Entity Formation Consultation

      30 minutes @ $200.00

      This appointment to discuss will be which entity structure is most appropriate for client tax situation This meeting time is included in the entity formation fee. Fee for entity formation is billed at two rates, 700. 00 plus filing ...

    2 - Office In Person

    • 15 Minute meeting face to face

      15 minutes @ $100.00

    • 30 Minute meeting face to face

      30 minutes @ $200.00

      This will be a 30 min face to face in person meeting. I look forward to meeting with you.

    • 60 Minute meeting face to face

      1 hour @ $400.00

      This will be a 60 min face to face in person meeting. I look forward to meeting with you. Please call into our office at 239-791-7796

    3 - Phone Call Conference

    • 15 minute phone conference

      15 minutes @ $100.00

      This will be a 15 minute phone conference. Additional time will be billed accordingly to the next 15 minute increment. Please call into our office at 239-791-7796

    • 30 minute phone conference

      30 minutes @ $200.00

      This will be a 30 minute phone conference. Additional time will be billed accordingly to the next 15 minute increment. Please call into our office at 239-791-7796

    • 60 minute phone conference

      1 hour @ $400.00

      This will be a 60 minute phone conference. Additional time will be billed accordingly to the next 15 minute increment.

    4 - Zoom Appointments (online video conference)

    • 15 minute video meeting via Zoom (video call)

      15 minutes @ $100.00

      This will be a 15 minute video conference call via zoom. Additional time will be billed accordingly to the next 15 minute increment

    • 30 minute video meeting via Zoom (video call)

      30 minutes @ $200.00

      This will be a 30 minute video conference call via zoom. Additional time will be billed accordingly to the next 15 minute increment

    • 60 minute video meeting via Zoom (video call)

      1 hour @ $400.00

      This will be a 60 minute video conference call via zoom. Additional time will be billed accordingly to the next 15 minute increment

    5 - Tax Return Drop Off & Review

    • 15 minute tax document & information drop off for return preparation. NO CHARGE

      15 minutes

      This will be a 15 minute appointment to review tax documents and discuss any basic questions about the tax return preparation. Appointment is included as part of tax preparation fee

    • 15 minute face to face for completed tax return(s) NO CHARGE

      15 minutes

      This will be a 15 minute appointment to review completed tax return(s), signature of necessary forms, and return(s) submission to appropriate tax agency via electronic delivery or USPS mailing. No return(s) will be submitted or provide ...