Free, no-obligation phone call to discuss your situation and how we can help.
Remote Preparation - Initial Interview
During this meeting we will review your documents that you will have already uploaded to our secure portal, discuss your situation, and ask questions to be sure we have all the information to correctly prepare your tax return. A second appointment will be needed to review the final return.
Remote Preparation - Final Review
Bookkeeping Diagnosis Call
Business Start-up Consultation
Starting a new business can be an exciting and stressful experience. There are many opportunities and pitfalls involved with a business, so it is best to be prepared and start things off on the right foot.
During this one-on-one business start-up consultation we will cover business deductions, how to handle your bookkeeping and accounting, business entity selection, tax implications, retirement account options, and more. You will receive a report detailing our discussion after the meeting.
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