- 15 Min. Quick Chat
In Person: Client Meeting(s)
- In Person: Tax Preparation
Appointment to deliver tax documents, follow up with open issues, and/or finalize tax return(s) for new or existing clients.
- In Person: IRS Representation Follow Up
Tax Resolution strategy including new client consultation, tax notice responses, and strategy
Virtual: Client Meeting(s)
- Virtual: IRS Representation Follow Up
Tax Resolution strategy including new client consultation, tax notice responses, and strategy
- Virtual: Write Up Monthly Review
- Virtual: General Consultation - Other
Not sure what you need? We can help you figure it out!
- Virtual: Cost Report Preparation
Appointment to deliver documents, follow up with open issues, and/or finalize cost report for new or existing clients.
- Virtual: Tax Advisory & Strategy
Evaluation of tax issues/concerns
- Virtual: Tax Preparation
Appointment to deliver tax documents, follow up with open issues, and/or finalize tax return(s) for new or existing clients.
Virtual: Prospective Client
- Accounting Services New Client Consultation
Discovery Session ("What Do I Need"?)
- Cost Report -Discovery Session
Appointment to deliver documents, follow up with open issues, and/or finalize cost report for new or existing clients.
- Tax Preparation-Discovery Session
Appointment to deliver tax documents, follow up with open issues, and/or finalize tax return(s) for new or existing clients.
- General Consultation - Other
Not sure what you need? We can help you figure it out!
- IRS Representation Discovery Consult
$375.00
Tax Resolution strategy including new client consultation, tax notice responses, and strategy
