(FREE)
A quick, 20-minute phone call to learn a little bit about each other and decide whether we should talk further. I will answer general questions, but this is not a consultation. This is not a "free advice" call during our busy tax season.

For single or married filing jointly, with no dependents
Income from W2s, unemployment, Social Security or pensions/IRAs
Standard Deduction
College/Loan expenses
1099-DIV & 1099-INT up to $1,000 total

NEW CLIENTS ONLY
For taxpayers with dependents
Maximize itemized or standard deduction
Homeowners
Child Tax Credit/Other Dependent Credits
Child & Dependent Care Credit
1099-DIV & 1099-INT over $1,000 total
No rental property, stock transactions or Schedule C

NEW CLIENTS ONLY
For taxpayers with business, farm, or investment income
Standard Deduction or Itemized
Sole proprietors and single-member LLCs
Farmers
Landlords
Investors with stock transactions

For Forms 1065, 1120S, 1120 -- RETURNS DUE MARCH 15TH!
Please note: single-member LLCs who have not made an S-election are disregarded entities and may file on Schedule C. Not sure what to do? Let's talk.

RETURNING CLIENTS ONLY
For taxpayers with dependents
Maximize itemized or standard deduction
Homeowners
Child Tax Credit/Other Dependent Credits
Child & Dependent Care Credit
1099-DIV & 1099-INT over $1,000 total
No rental property, stock transactions or Schedule C

RETURNING CLIENTS ONLY
For taxpayers with business, farm, or investment income
Standard Deduction or Itemized
Sole proprietors and single-member LLCs
Farmers
Landlords
Investors with stock transactions

Speak with an accountant about a specific tax issue, business start-up questions, DIY bookkeeping, and other issues.

Speak with an accountant about a specific tax issue, business start-up questions, DIY bookkeeping, and other issues.