This will be a phone call where Kristin or Emilee will call you.

You want to learn more information about hiring us as your monthly bookkeeper.

If you would like to meet Virtually on Zoom, instead of a phone call or in person, we now offer Virtual meetings. All you need is a smart phone, tablet, or computer to log in. You will receive the Zoom meeting link in an email.

If you would like to meet Virtually on Zoom, instead of a phone call or in person, we now offer Virtual meetings. All you need is a smart phone, tablet, or computer to log in. You will receive the Zoom meeting link in an email.

This Appointment is REQUIRED for NEW tax clients to come in and meet us. (Or for returning clients where a lot has changed in the last year and we need an update). Tell us what is going on with your taxes/life. You will also get a quote on your taxes while you are here.

This appointment is for clients who want to meet BEFORE the end of the year to see if they need to pay in, or plan and purchases before the end of the year. We will be estimating what your taxes owed (or refunded) would be if you did nothing else. We can strategize for year end by planning any big purchases to help offset your taxes. We can come up with suggestions on what we can write off, items that can be purchased, or ways money can be spent to help reduce your tax liability for the current year.

This appointment is REQUIRED for NEW tax clients who have a business and need a business tax return completed OR a small business owner who needs a Schedule C completed on their personal tax return. If a lot has changed in your business from last year, you are more than welcome to come in. We also give you a quote on your tax return.

If you would like to meet Virtually on Zoom, instead of a phone call or in person, we now offer Virtual meetings. All you need is a smart phone, tablet, or computer to log in. You will receive the Zoom meeting link in an email.

This appointment is for clients who want to meet BEFORE the end of the year to see if they need to pay in, or plan and purchases before the end of the year. We will be estimating what your taxes owed (or refunded) would be if you did nothing else. We can strategize for year end by planning any big purchases to help offset your taxes. We can come up with suggestions on what we can write off, items that can be purchased, or ways money can be spent to help reduce your tax liability for the current year.