1 hour
Intake Appointment for Business Clients.
New Clients bring prior year income tax return, P&L, Balance Sheet, Year End Bank Statements, Loan Statements, invoices for large purchases, payroll reports, and beginning and ending inventory amounts.
Cancellation must be more than 48 hours in advance. Cancellation less than 48 hours before the appointment will result in a $50 late cancellation fee. No show/no call will be billed the full amount of the appointment time. No less than $125.