This call is our way of determining if we are able to help with your accounting needs. We may propose various tax and accounting ideas but official advice or recommendations are only made after an executed engagement letter is received by our office.
Tax Planning and Bookkeeping Clients that subscribe to our recuring service plan receive one quarterly update meeting. Please use this link to book that meeting.
Existing clients for whom we prepare tax returns annually. This a focused planning meeting to discuss your current tax situation. Not for systems and reconciliation support. The cost of this appointment is included in your prepration fees. Discounts are provided to clients that do not need appointments to finalize their taxes.
Planning Meetings and Bookkeeping Call for non-subscription clients. $135 base fee plus $225/h. Payment due at time of booking. All additional work required will be billed at our standard hourly rates.
Out of Scope Planning Meetings and Bookkeeping Calls. $135 base fee plus $225/h. Payment due at time of booking. All additional work required will be billed at our standard hourly rates.
