BEFORE SCHEDULING THIS APPOINTMENT - Please complete the initial contact form to learn more about our process, fees, and platform and to provide us with some preliminary information needed ahead of our conversation. https://login.jcwtaxaccounting.com/app/signup

This appointment type is a quick introduction. It is not required to get started but is available once the above steps are met if you desire.

We will meet via the Zoom app and the link will show up in the confirmation email. We can complete the entire process safely, securely, and efficiently through digital means.
(Best for - Almost any client or situation)

Let's skip the telephone tag and make sure we are both prepared for the conversation.
(Best for - General information and connections, process or portal assistance, non-tax conversations that do not need visual aids)

Let's skip the telephone tag and make sure we are both prepared for the conversation.
(Best for - Tax handling related questions, Conversations that do not need visual aids)

Ensure you are on the right track for your tax obligations and goals.
(Best for - Prep and Plan clients, Changing situations or pay fluctuations, Retirement considerations or Roth conversions, Any proactive clients with long-term goals to save money on taxes)

Best for - Individuals looking to start or improve a small business. This is a free consultation to help ensure the business launches on the right foot.