I would like to schedule...
20 minutes
Choose this option if you would like to meet with us after the return is prepared. Please get your information to us 3 days prior to your appointment time so we can input the information beforehand and correspond with you regarding any missing information. This will free up your appointment time to go over the return and answer any questions you might have. Please note that if you have multiple years or business returns involved, we may need more time and will call to reschedule if necessary.
30 minutes
Choose this option if you would like a phone conference with us before or after the return is prepared. If discussing the final return, please get your information to us 3 days prior to your appointment time so we can input the information beforehand and correspond with you regarding any missing information. This will free up your appointment time to go over the return and answer any questions you might have. After the appointment, we will be happy to mail/upload to our portal your information.
15 minutes
Choose this option if you have a quick tax question for us. We cannot do in depth tax planning during this phone call.
30 minutes
Choose this option if you would like a phone conference with us to discuss any tax planning issues. Please provide any relevant information to us 3 days prior to this appointment for us to review.
30 minutes
Choose this option if you would like a Zoom meeting with us before or after the return is prepared. If discussing the final return, please get your information to us 3 days prior to your appointment time so we can input the information beforehand and correspond with you regarding any missing information. This will free up your appointment time to go over the return and answer any questions you might have. After the appointment, we will be happy to mail/upload to our portal your information.
30 minutes
Choose this option if you would like a meeting with us to discuss any tax planning issues. Please provide any relevant information to us 3 days prior to this appointment for us to review.
