• Introductory Meeting

    • Introductory Phone Meeting with Mindy (Not for tax meetings or questions)

      15 minutes

    • Quick Tax Setup Appointment (no planning)(Current Clients)

      15 minutes

      An Appointment to touch base for getting your tax information to me for the new tax year.

    Planning

    • Client Consultation Phone

      1 hour @ $250.00

    • Tax Planning Meeting

      1 hour @ $250.00

    Tax

    • Virtual Tax Planning Meeting

      1 hour @ $250.00