If you only have W2's or you're a returning client that knows how quick we can be...this is the perfect time slot for you! People that can use this time slot usually get their taxes done for $100 or less!

Choose this if you think we will need at least an hour to prepare your tax return. If you're not sure, and you're a new client, choose this anyway and we'll guide you through what type of appointment you'll need next time.

For people or businesses that need a little more time than normal...this longer appointment gives us time to go over any questions you may have and *hopefully* complete your tax return!

Who says you can only talk about taxes once a year? In fact, the more you plan for them, the less you might pay! If you need help figuring out what you should do before it's too late, this is a great consultation for you!

To be clear...we do not do payroll in our office! :) Why? Because there are too many qualified payroll services out there that specialize in nothing but payroll that would be more efficient and cheaper than what we would charge to do it! We do understand payroll, though, and would love to make sure you are set up properly with the payroll processing company you choose.

When you run a small business, it's too easy to work IN the business so much that you forget to work ON the business. Setting up monthly, quarterly, semi-annual or annual reviews with a CPA can be a great way to keep you on track. This also ensures that when tax season rolls around, there aren't any surprises and you're ready to file as soon as possible!

If you are thinking of starting a business, or already have one that was never set up properly, this appointment is for you! I'll walk you through everything you need to know to get started the right way and hopefully save you a lot of time and money in the future. We'll discuss your business, your goals and the best way to set you up. I can also get you registered with the state (such as setting up your LLC) and all the appropriate taxing authorities (IRS, State Departments, etc).

If you can't make it into our office, but need to spend some time with us, this is a great way to schedule! We can do just about everything over the phone or internet that we can do here in the office. We can do a Zoom meeting, or just chat on the phone, whatever you're comfortable with!

If you can't make it into our office, but need to spend some time with us, this is a great way to schedule! We can do just about everything over the phone or internet that we can do here in the office. We can do a Zoom meeting, or just chat on the phone, whatever you're comfortable with!

When you just need to come in and talk about something you have questions about, this is the way to go.

I understand how it feels to wonder where your money goes each month. Or to feel frustrated by the idea of planning for a stable financial future when today is still so uncertain. But it doesn’t have to be that way, and I can show you how. I can help you build a budget, get out of debt, and begin to save for the future of your dreams. All you need is a guide with the right tools - one that cares enough to see you through it! As a Ramsey Preferred Coach, I would be honored to be that for you.

If you're already on QuickBooks Online, you may just need some personalized training to get you on the right track. It's a great tool, but can get messy in a hurry if you aren't using it right! I can show you the easiest way to use the system and keep it maintained!

If we're setting you up for QuickBooks Online for the first time, this appointment will get all the set up and some initial training done. 2 hours is the norm...but every company is different. Call if you have questions!