- 15 Minute PHONE Meeting (Current Client)
15 minutes @ $35.00
Please use this when you have a "quick" question, but Google just won't do. I will call you at the number provided at the agreed-upon meeting time.
- 30 Minute VIRTUAL Meeting (Current Client)
30 minutes @ $75.00
Please use this for more in-depth tax or accounting advice or QBO assistance.
(Don't worry! You don't have to be on camera. This simply allows me to share my screen and provide more detailed advice & guidance.) - 30 Minute PHONE Meeting (Current Client)
30 minutes @ $75.00
Please use this for more in-depth tax or accounting advice or QBO assistance. I will call you at the number provided at the agreed-upon meeting time.
- Prospective Client Meeting - PHONE Call
30 minutes @ $35.00
Welcome! Please use this link to schedule an initial meeting to discuss the services I offer and to determine if they are a good fit for your tax & accounting needs. I am taking on a limited number of individual and small business clien ...
- Prospective Client Meeting - VIRTUAL
30 minutes @ $35.00
Welcome! Please use this link to schedule an initial meeting to discuss the services I offer and to determine if they are a good fit for your tax & accounting needs. I am taking on a limited number of individual and small business clien ...
Thank you for taking a moment to schedule a meeting. This allows me to provide the uninterrupted and focused attention that each client deserves. Fewer interruptions also mean fewer chances for me to miss important tax deductions for everyone, especially during the busy season!
If you are a current client and have received a tax notice, please upload a copy of the notice to your secure portal before scheduling an appointment. I will review the notice and confirm the next steps that need to be taken. I will also forward a tax resolution engagement letter and Power of Attorney for signature, as required.