Schedule Appointment with Northern AZ Financial Services

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Finance and Investing

New Client

Phone Consultation

Taxes

Zoom

I would like to schedule...

Financial Planning- Phone

1 hour

This appointment is for current clients to discuss investments, transfers, new accts, and future planning, etc.

Financial Planning- In Person

1 hour

This appointment is for current clients to discuss investments, transfers, new accts, and future planning, etc.

Consultation Appointment- In Person

30 minutes

This appointment is not for preparing taxes.

Consultation Appointment- Phone

30 minutes

This appointment is not for preparing taxes.

Phone Appointment

15 minutes

Speak with someone for tax or financial questions you have, IRS issues, or anything that cannot be resolved with the front desk. Another appointment may be needed as this is limited in time.

Tax Prep- Phone Appointment

30 minutes

We will need your tax documents a week in advance prior to your phone appt

Tax Prep- Phone Appointment

1 hour

We will need your tax documents a week in advance prior to your phone appt

Financial Planning- Phone

1 hour

This appointment is for current clients to discuss investments, transfers, new accts, and future planning, etc.

Tax Prep-In Person

30 minutes

This is appointment for current filing year only. Any prior years, multiple years, or amendments will be reviewed and dropped off for preparation at a later date. The Tax Prep fee varies.

Tax Prep-In Person

1 hour

This is appointment for current filing year only. Any prior years, multiple years, or amendments will be reviewed and dropped off for preparation at a later date. The Tax Prep fee varies.

Tax Planning

30 minutes

This appt is for year end/beginning tax planning, it is not to prepare taxes.

Tax Planning

1 hour

This appt is for year end/beginning tax planning, it is not to prepare taxes.

IRS Problem Resolution

1 hour

Tax Document Drop Off and Consult

15 minutes

If you need to speak to someone you can schedule this appointment with your preparer. If not, drop it by anytime during business hours.

Zoom for TAXES

30 minutes

Meet virtually about taxes. If to finish tax prep, we will need your tax documents at least a week in advance.

Zoom for TAXES

1 hour

Meet virtually about taxes. If to finish tax prep, we will need your tax documents at least a week in advance.

Zoom for FINANCES

1 hour

This appointment is for new and existing clients to review current accounts or to see if a new account with us would be appropriate.

Northern AZ Financial Services

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