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NEW CLIENT CONSULTATION

Would you like to find out what type of services we provide? Make sure that we are a good fit for your business? This is the appointment for you.

IN OFFICE APPOINTMENT

 Book this appointment if you have questions you need answered, would like to work on tax planning, or prefer to review accounting documentation in person.

PHONE APPOINTMENT

Need to talk but can't make it in the office? Set up a conference call with us. The dial-in number is provided on your appointment confirmation.

 
 

Skype appointment

The best of both worlds! We can share screens and get your questions answered. 

TAX PREP AND REVIEW

This appointment is to either drop off your tax documents or review the completed filing. This appointment is not for tax planning, but we are happy to help with tax planning when you make an In-Office Appointment.