This is an hour long in-person or virtual meeting with an accountant to establish a 501(c)3 tax exempt organization. The accountant will discuss service recommendations and will discuss and or execute an agreement at this time. Please refer to the fee chart for recommendations. A consultation must be scheduled and met before scheduling services. Starting at $125.
New customer consultation regarding business tax preparation. Required for all new business clients and can be scheduled virtually or in person. Deposit fee will be applied towards the tax preparation cost and must be paid upon scheduling the consultation.
New customer consultation regarding personal tax preparation. Required for all new personal clients and can be scheduled virtually or in person. Deposit fee will be applied towards the tax preparation cost and must be paid upon scheduling the consultation.
Individual and business tax preparation. Fees depend on tax situation and can be addressed at the tax desk. Please allow a 90-minute window for completion as each situation is different. Refer to fee chart on the website. Starting at $180
This is a free service. Schedule an appointment time to drop off your documents and provide tax preparer with necessary/supporting documents. This can also be completed through the tax portal or via email. Please schedule a meeting to alert tax professionals of your drop off time if completing via email.
This is an hour long in-person or virtual meeting with an accountant to become a client. The accountant will discuss service recommendations and will discuss and or execute an agreement at this time. Please refer to the fee chart for recommendations. New clients must schedule a consultation.
Tax Inquiry. To address any tax return questions, pick up documents or follow up on a tax situation (in regards to tax return) being handled by accountant or tax preparer. *Free Service
Schedule a time to meet with an accountant to discuss findings, ask questions, etc. in between bookkeeping services and to request any additional assistance. This is not considered a consultation and can only be used by current clients.
Client documents copy request, replacement requests, or additional copies needed. Client's will be charged for copies after services have been rendered. Copies are provided at time of service, anything else is additional.
