Ideal for business owners who have completed their bookkeeping/accounting for the year and are ready to file the appropriate tax returns.

During the call, we will discuss the your tax compliance needs and if my firm is the best fit to accomplish your goals. We will not discuss any tax strategies or provide tax advice on any matters.

Consultation fee is a non-refundable deposit but it will go towards the final cost of the service.

This service is ideal for clients that would like a tax professional to take a holistic view of their personal and/or business matters to determine if they are in a position that would minimize their tax liability and/or maximize tax savings. Fee is a non-refundable deposit for service and is not final but does go towards the total costs. Price for service highly depends on the individual's specific situation.

Consultation can be in person (within Baton Rouge) or virtually.

Ideal for clients who desire a tax professional to assist in preparing their required income tax returns.

Please note we will not discuss any tax/accounting strategies and no advice will be provided. This consultation is simply to discuss your tax obligations and if my firm can best fulfill those needs.

Consultation fee is a non-refundable deposit but does go toward the final cost of tax preparation once contract is signed.

Ideal for self employed individuals or small business owners who need a tax professional to discuss their taxes. Fee is a non-refundable deposit but it does go towards the final cost of your services.