• Existing Clients Only: Strategy Session

    • 15 Min Strategy Call with your Tax Pro

      During this meeting we will connect over the phone to discuss your specific questions

    • 15 Min Zoom Strategy Session

      During this meeting we will connect via zoom to discuss your specific questions

    Existing Clients Only: Review my tax return

    • Call -Review and Finalize my return

      During this appointment we will call you to go over your tax return and next steps. We will also chat about the coming year to ensure you've got a plan to pay the right tax.

    • Zoom -Review and Finalize my return

      During this appointment we will video chat to go over your tax return and next steps. We will also chat about the coming year to ensure you've got a plan to pay the right tax.

    Let's see if we are the right fit

    • Zoom - Let's see if we are the right fit

      Not sure if we are the right fit for your tax and accounting needs? Let's chat and find out.

    • Quick Call to see if we are the right fit

      Not sure if we are the right fit for your tax and accounting needs? Let's chat and find out.