I would like to schedule...
1 hour
This appointment is for current clients to discuss investments, transfers, new accts, and future planning, etc.
30 minutes
This appointment is for new and existing clients to review current accounts or to see if a new account with us would be appropriate.
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.
30 minutes
Meet virtually about taxes. If to finish tax prep, we will need your tax documents at least a week in advance.
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.
30 minutes
This appt is for year end/beginning tax planning, it is not to prepare taxes.
30 minutes
We will need your tax documents a week in advance prior to your phone appt
