- Current Client | Tax Preparation
1 hour
A 1-hour session that involves reviewing updated financial information and preparing an accurate tax return.
- Current Client | Quick Tax Check-In and Financial Review
30 minutes
This 30-minute appointment is ideal for quick check-ins with Marcy. Perfect for addressing immediate questions, getting clarifications, or reviewing specific financial topics.
- Current Client | Comprehensive Tax Planning and Financial Review
1 hour
This 1-hour appointment is for in-depth reviews and detailed advice. Marcy will help with comprehensive tax planning, reviewing your tax return, and providing financial advice for upcoming changes or major purchases.