In-person tax preparation appointment. (Business owners & rental property owners should not choose this appointment). New clients should not select this appointment type. If you are NEW, you should choose the appointment for NEW CLIENT.

A deposit of $50.00 is required to set up an appointment during non-tax season. This deposit is applied to the final total for the tax preparation fee. This is NOT a total fee amount.

In person tax preparation meeting, to include business owners, rental property owners or any other complex tax issues. NEW CLIENTS SHOULD NOT choose this appointment, our office should be contacted at 414-527-2829 to schedule an appointment. Any appointments for NEW CLIENTS that are scheduled and the office has not been contacted will be cancelled.

This consultation time is to quickly determine your basic needs and if our practice is a good fit for your needs. Please note business questions that require more research or other tasks require a paid consultation to be scheduled.

This consultation is 30 minutes to consult on more extensive tax questions, identify extensive business needs or consult on business transactions.

This consultation is 1 hour to answer more extensive tax questions, or to problem solve other business issues.

Time scheduled to drop off tax papers for tax preparation and you would like to speak to a tax preparer. You don't need to make an appointment unless you want to talk to the preparer when dropping off.