- CPA Consultation
30 minutes @ $225.00
This consultation is to assess your CPA needs. Service areas covered are tax preparation, tax planning, bookkeeping, and credit related services. The consultation fee is non-refundable and does not apply to future services. The base t ...
- Fast Cash Advance
15 minutes
- Payroll consultation
15 minutes
This consultation is to cover payroll inquiries and setup only. Make sure to ask about my preferred rate with ADP.
- Retirement and Life Insurance Consultation
30 minutes @ $225.00
This consultation is to discuss retirement and life insurance related products that are best for your financial situation and filing status. This fee includes the onboarding and setup process for implemented products.
- Current Clients Only
15 minutes
This is for prior year tax clients and monthly paying clients only. If you book this appointment type and you are not a current client, the appointment will be canceled.