During this appointment we will review all of your tax documents and forecast. Your tax return will not be completed in this time, as you will come back to pick that up. This is more for us to review the return once completed or review the documents before completion. The appointment charge will be applied to your tax preparation invoice so if you invoice is normally 150 it will be 100. The charge will not be applied if you cancel your appointment within 24 hours or no show.

This is for current business clients only that are on monthly accounting services. This appointment is not for tax preparation but for us to review all of your current accounting. You should have a discount code from Jessica so you are not charged for this appointment.

This is for clients who are not on monthly services but wish to meet in order to tax forecast, strategize, make changes, etc. This meeting will involve current year projections as well as past year projections.

This appointment time is for the individual that has a basic tax return and no business schedules. There is an appointment charge that will be applied to your tax return preparation invoice. So if your invoice is normally 150 it will only be 100. This appointment charge will not be applied to your tax invoice if you cancel your appointment within 24 hours or no show.

This session is for an individual who wants to come in and strategize. Maybe you are selling a house, buying a house, getting divorced, or having a baby. This session will allow us to review the information and come up with a game plan that will work for you. This session can be scheduled as a 30 min session or a 1 hour session.

This is the session for business owners to schedule if they are wanting to come up with a plan and they are not currently a client. This session we will talk about your business, what your needs are, what needs to be in place, and implement a strategy.The fee for this meeting is not refundable.

This appointment is for new business clients that would like to set up an LLC. The cost of this meeting includes the set up fee and filing of the entity. This cost does not include the state fees or the publication fee which are typically around 100. A federal id number will also be created for your entity included in the cost. The meeting will also go over what your next steps should be as a business owner.

This is for a client who needs help with tax preparation. In this meeting we will obtain all of the documents, go through the checklist, and tax forecast. After the meeting we will complete the return and you will come back in to pick up. The appointment charge will be applied to your tax preparation invoice so if your invoice is normally 150 it will be 100. The charge will not be applied if you cancel your appointment within 24 hours or no show.