Individual Tax Preparation
1 hour 30 minutes
The suggested time for most tax preparation. This gives us a chance to chat with you, catch up on any changes from the previous year and answer questions you might have.
This is primarily for questions - about withholding, filing status, quarterly estimates, tax impact of a raise, or distribution, etc.
Tax Preparation Interview and/or Drop off
Ideal if you just want to come in and drop off your paperwork and let us chat with you very briefly about what your time frame is and what you expect.
Generally for a small business owner - we provide bookkeeping services for several different types of clients, and love to help you convert your bookkeeping to the cloud!
Please plan to bring with you your audit letter and copy of the tax return in question. Be advised that this will probably be the first appointment and that it can take 2 or more appointments to finalize.
Don't know what you need? Maybe this is the first of many visits? Perhaps a follow up... that's okay, we've got you covered!
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