If you have already provided your documents in advance, this appointment would be appropriate.
If we've already discussed your return and you are following up on some open items, this appointment would also be appropriate.

Below is an estimate of the usual price point*
$200 - W-2s only with no additional schedules
$25 Travel Fee for clients requesting we come to them
*Additional Fees may apply based on complexity of return/additional forms required. Select add-ons as necessary to account for all parts of your return

Below is an estimate of the usual price point*
$325 - Dependents, Schedule A, EITC included
$25 Travel Fee for clients requesting we come to them
*Additional Fees may apply based on complexity of return/additional forms required. Select add-ons as necessary to account for all parts of your return

*Additional Fees may apply based on complexity of return/additional forms required. Select add-ons as necessary to account for all parts of your return

If you are self-employed and also have rental properties, there is an additional fee of $25 per rental property.

***This appointment type is only for the business return. You will need a second appointment for your personal return.

Below is an estimate of the usual price point*
$650 - S-Corp, C-Corp, Partnership Returns (Additional $75 per member above 2)
$25 Travel Fee for clients requesting we come to them
*Additional Fees may apply based on complexity of return/additional forms required. Select add-ons as necessary to account for all parts of your return

You can schedule a Personal Financial Planning Consultation if you have questions or need assistance with budgeting, debt management, investing, financial planning and accomplishing your goals.

You can schedule a Tax Consultation if you have tax questions or need assistance with tax planning and understanding the impact of legislative changes.
Meeting type also for clients with a tax problem and needing our assistance with resolving. We will evaluate your situation and determine the appropriate steps for resolution.

During this interview, we evaluate your business, identify areas of loss and growth, and discuss your personal and professional financial goals to determines your service needs.

30 minute Consultation for advice

This meeting will be to discuss the particulars of your LLC/INC needs. Post meeting, we will establish your entity with the state of your choice and obtain your EIN.

Be sure to select the add-on if you want to be taxed as an S-Corp. This can also be discussed during our session and an invoice sent afterwards if you decide to move forward with this election.