Retirement Services
- First Time Consultation
1 hour
Let's discuss your tax and retirement plan. We help individuals, families and business owners! Please bring any investment account statements, recent tax returns and Social Security statements for a more in-depth conversation.
- Retirement Review
1 hour
This is for our existing retirement clients. It's important that your retirement and tax plan stay up-to-date. Life changes, economic conditions change, and we want to review with you at least annually.
- Zoom Retirement Review
1 hour
Meet with us via Zoom to ensure that your retirement and tax plan stay up-to-date. Life changes, economic conditions change, and we want to review with you at least annually.
- Zoom First Time Consultation
1 hour
Meet with us via Zoom to discuss your tax and retirement plan. We help individuals, families and business owners! Have your account statements handy for a more in-depth online conversation.
- Retirement Planning
1 hour
Have you had a First Time Consultation already? Let's continue the conversation.
- Zoom Retirement Planning
1 hour
Have you had a First Time Consultation already? Let's continue the conversation via Zoom.
Tax Services
- Tax Preparation
30 minutes
Yes, we do tax returns! First time and Veteran discounts available. Please bring your last two returns and all tax documents with you.
- Tax Review
1 hour
- Tax Return Signing
30 minutes
Let's review your completed tax return and get your signature/s
- Tax Drop-off
15 minutes
Client is dropping off tax documents
