Choose an appointment type.
Let's have a conversation about your business needs and how we can help with your bookkeeping, taxes, payroll, AR/AP, state and federal compliance, etc.
During this appointment, we will gather your tax information and discuss your tax return. Non refundable deposit will be applied to your final tax return fees.
At this appointment, we will be reviewing your tax return with you, signing, and filing your federal and state tax returns.
Set this if you already have a service plan with us. Each plan includes one monthly meeting to review your books and discuss with your accountant.
This appointment type is for clients that would like an hour of consultation and aren't currently in a monthly engagement (sales tax, business set-up, consultation, payroll, etc.), or who require an additional monthly update meeting.
Set this if you already have a service plan with us and want a brief meeting to touch base regarding your books.