Please select a service to make a booking.

Tax Return Wrap-Up - Existing Clients

Existing clients only. Please ensure we have received all applicable tax documents at least five business days ahead of your appointment.

As of March 20th, all wrap-ups will be remote. Your tax preparer will upload the tax return to your portal on the day of your appointment. He or she will then send you a Zoom link to share their screen and give you a call to review the return with you. Signatures will be completed via DocuSign.

(1 hour)

Tax Return Wrap-up - New Clients

New clients only. Please ensure we have received all applicable tax documents at least five business days ahead of your appointment.

As of March 20th, all wrap-ups will be remote. Your tax preparer will upload the tax return to your portal on the day of your appointment. He or she will then send you a Zoom link to share their screen and give you a call to review the return with you. Signatures will be completed via DocuSign.

(1 hour)

Existing Client Consultation

Existing clients only. Please leave detailed notes for your appointment.

(1 hour)

New Client Consultation

New clients only (individuals). Please leave detailed notes for your appointment.

Consultation fees are due at booking and will be applied as a credit towards any future services.

(1 hour)
$ 300.00

New Business Consultation

Free of charge for businesses seeking tax, accounting, payroll, and/or sales tax services.

(1 hour)

Tax Document Pick-Up

Mask required.

(1 hour)