When you just need to come in and talk about something you have questions about, this is the way to go. If you think you'll need more than one hour, please call the office to schedule.
All About that Tax!
Income Tax Preparation (Simple)
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!
Income Tax Preparation (Average)
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.
Income Tax Preparation (Complex)
1 hour 30 minutes
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!
Payroll Set Up
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!
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!
New Business Set Up
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).
1 hour 30 minutes
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 our lower cost subscriptions!
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!
Worst Case Scenario...
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!
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