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! Our base rate for a simple tax return is $125 and goes up from there depending on the complexity and risk of the return.

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. Our base rate for a simple tax return is $125 and goes up from there depending on the complexity and risk of the return.

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! Our base rate for a simple tax return is $125 and goes up from there depending on the complexity and risk of the 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 highly encourage the use of a particular payroll system and would love to make sure you are set up properly so that you never get into payroll tax trouble! Come let us talk you through it! We charge our $150/hourly rate based on appointment length.

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 starting a business, or 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 structure your busines. I can register you with the state (i.e. setting up your LLC) and all appropriate taxing authorities (IRS, State Departments). We charge you any out of pocket expenses for filing.

If you're interested in QuickBooks Online for your business accounting needs, let us help you get it set up and train you to use it! Do NOT set it up prior to our meeting if you haven't done so yet - we'll save you money with lower cost subscriptions! This appointment can range anywhere from 30 minutes to three hours...depending on the person and the business. We charge the normal hourly rate of $150/hour - so the price could vary. We assume at least an hour and half to be safe.

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 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 prefer a Zoom meeting, please let us know in advance so we can set it up!

We assist clients through audits with the Department of Revenue, IRS and Department of Labor. If you get a nasty letter, we'll help you sort it out! This service is billed out at our normal hourly rate for the CPA of $150/hour.