- Discovery Session- By Phone or Video Conference Only
15 minutes
This is option is for individuals interested in learning more regarding the services that are offered by our firm. Unfortunately, we cannot address specific tax or other business related questions during this session. If you have spe ...
- Follow up Meeting (Existing Clients Only)
30 minutes
This option is for existing clients that need to follow up regarding a previous appointment or a service that is in progress.
Business Services
- Notary Services
30 minutes
We are pleased to offer both in-office and mobile notary services by appointment only. Notary fees are set by the Pennsylvania Department of State. Additional administrative and mobile fees apply.
- Entity Formation Services
30 minutes @ $75.00
30 minute review of entity options, required steps for set-up, and a discussion of the tax impact associated with the choice of entity. Additional fees required for actual formation processing.
- Accounting and Business Services Consultation (including Business Tax Preparation)
30 minutes @ $75.00
The 30 minute consultation will include a full review of the current need for accounting services, business tax preparation, review of existing processes, discussion of software options, fee estimate, etc. Businesses shall include: S- ...
IRS Support and Tax Debt Resolution
- IRS Audit Support and Representation Services
30 minutes @ $150.00
This option is for individuals in need of assistance with IRS audit support. The consultation will include a review of IRS notices and an analysis of your situation along with an initial plan to address your issues. Areas where we can ...
- IRS Notice Review and Support
30 minutes @ $150.00
This option is for individuals that need advice addressing notices received from the IRS but have not been subjected to IRS audit or other enforcement action. Consultation will include a review of notices received and a discussion of s ...
Tax Services
- I Have A Quick Tax Question
30 minutes @ $75.00
This service is designed to address your tax questions that come up as you make personal or business decisions. If your question requires in-depth analysis, then please select our Tax Analysis and Estimate appointment.
- Tax Preparation Consultation- (New Clients)
30 minutes
This option is for first time clients filing business and/or personal tax returns. Personal returns shall include form 1040 and schedules, taxpayers filing Schedule C, and Single Member LLCs. Business returns shall include Partnerships ...
- Tax Preparation Consultation- Returning Clients
30 minutes
This option is for existing tax clients only. The 30 minute consultation will include a review of current year tax documents and/or notices, discussion of changes since the prior tax return and a fee estimate for service.
- Tax Estimate and Analysis
30 minutes @ $125.00
This appointment is perfect for the client that would like to know their tax liability due to significant changes in income, change in marital status, investments, sale of home, exercising stock options, buying a home, etc.
The Finance Slayer
- Slay Your Finances: Personal/Business Finance Coaching Consultation
30 minutes @ $75.00
A 30 minute consultation to discuss the status of your personal or business finance plan, establish financial goals and the following: - Develop healthy spending habits - Navigate through a financial crisis - Build a working budget - ...