What's Included
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Up to 60 minutes of one-on-one consultation with a licensed CPA.
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Discussion of your specific tax, accounting, business, entity structure,
payroll, real estate, international tax, or IRS/state matters.
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Review of relevant documents when reasonably necessary for the consultation.
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Identification of potential tax, accounting, or compliance issues.
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Practical professional recommendations and suggested next steps based on
the information you provide.
Schedule & Pay
Book Your 60-Minute Consultation
Choose an available appointment time and complete your consultation
payment through our secure Google booking page. Scheduling and payment
are completed together in one booking process.
Schedule & Pay for Consultation β
1. Select a Time
2. Enter Your Information
3. Complete Payment
You will be taken to our secure Google appointment booking page to
complete your reservation.
Consultation services do not include tax return preparation, tax form
preparation or filing, bookkeeping corrections, extensive tax research,
written tax opinions, amended returns, financial statement preparation,
or IRS/state representation unless separately agreed upon. Additional
professional services may be quoted separately.