How Your Consultation Hour Is Used
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30 minutes β Document review & preparation.
Your CPA reviews the relevant documents and specific questions you submit
and prepares answers before your meeting.
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30 minutes β Phone or virtual meeting.
Meet one-on-one with a licensed CPA to discuss your questions,
the prepared answers, and recommended next steps.
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Total: 60 minutes of professional time for $150.
This includes both preparation and the meeting, rather than a 60-minute live appointment.
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Topics may include tax, accounting, business structure, payroll, real estate,
international tax, or IRS/state matters.
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Practical professional recommendations and suggested next steps based on
the information you provide.
Schedule & Pay
Book Your $150 Consultation
Choose a time for your 30-minute phone or virtual meeting
and pay the $150 consultation fee through our secure Google booking page.
The fee also includes 30 minutes of document review and answer preparation before your meeting,
for one hour of professional time in total.
Book Consultation β $150 β
1. Select a 30-Minute Meeting
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.