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New Corporate Client Intake / Initial Consultation

1 hour 30 minutes

Please select this appointment type if you are a corporation, new to our firm, and have not yet had your initial consultation.

Corporate Year End Review

1 hour

Your corporate tax return is complete and we have contacted you to set up a meeting to discuss the results.

General

General Inquiry

1 hour

Have lots of questions and need help? Pick me.

Personal Tax

New Personal Tax Client Intake

1 hour

Welcome! We're glad you found us. Choose this option to send in your taxes and talk about your personal tax situation. There's lots to discuss...and a couple forms to fill and sign. See you soon. IF ZOOM IS PREFERED, A LINK WILL BE SENT PRIOR TO MEETING

Returning clients ONLY - Personal Tax Consultation

20 minutes

Has a whole year passed already?? Good to see you again! Choose this option to have a quick chat if your tax situation has changed. If you think you need more than 15 minutes please choose "Personal Tax Review / Planning". IF ZOOM IS PREFERED A LINK WILL BE SENT PRIOR TO MEETING

Personal Tax Planning

30 minutes

Need some personal tax planning advice?

Virtual

General Inquiry Virtual*

1 hour

Have lots of questions and need help? Pick me.

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