1 

Initial Meet and Greet

This is a 15 minute one on one meeting to discuss your needs. This is  a great way to determine if our firm is a good fit for your needs. Our flexible booking options make it easy. You choose the format; phone call or a Google Meet. Always free of charge.

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2

 Consult

This a 30 minute meeting designed to discuss your specific tax needs and how our firm can be of service. This is typically for existing clients. This meeting is via phone call or Google Meet. 

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3

Individual Income Tax

This is a 30 minute meeting designed to discuss your specific tax needs. This meeting is via phone call or Google Meet.

4

Entity Income Tax

This is a 60 minute meeting designed to discuss your specific tax needs and implications as they pertain yo your business. This meeting is via phone call or Google Meet.

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5

QuickBooks Online Setup

This is a 90 minute virtual meeting designed to set up your QBO account. During this virtual meeting you will screen share and be guided step by step on the  implementation and use of QBO. 

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6

Tax Return Wrap Up

This is a 15 minute phone call to to discuss your tax return results.

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For existing clients.

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