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Appointments Available Tuesday, Friday & Saturday

Click to book an appointment for any of the following services

TAX PREPARATION APPOINTMENTS

Full Tax Prep Video or Phone Call (30 min – 1.5 hours)

  • Use this meeting if you have complex tax & finance needs such as small businesses, major family changes, or investments.
  • One FULL appointment included per tax return.
  • If this is a follow-up meeting, please schedule a 15-min short appointment instead, otherwise an advisory fee of $75/hour will be incurred.
  • Missed appointments will incur a $35 fee. Appointments are considered “missed” if: (1) they are cancelled with less than 24 hours’ notice, or (2) the client is more than 30 minutes late for the scheduled appointment time without advance notice. 

Short Tax Prep Video or Phone Call (15 min max.)

  • Use this meeting for a brief conversation at the beginning of your tax services and for questions while your tax preparation is in progress. Maximum meeting time is 15 minutes.
  • Missed appointments will incur a $10 fee. Appointments are considered “missed” if: (1) they are cancelled with less than 24 hours’ notice, or (2) more than 30 minutes late for the scheduled appointment time without advance notice.

Full In Person Tax Appointment (in Tracy; 30 min – 1.5 hours)

  • In-person tax appointments are offered three days DURING THE NORMAL TAX SEASON. Off-season in-person appointments can be arranged for an additional charge.
  • This meeting is great for clients who have complex tax & finance needs such as small businesses, major family changes, or investments.
  • One FULL appointment included per tax return. If this is a follow-up meeting, please schedule a 15-min short appointment instead, otherwise an advisory fee of $75/hour will be incurred. 
  • Missed in-person appointments will incur a $50 fee. Appointments are considered “missed” if: (1) they are cancelled with less than 24 hours’ notice, or (2) more than 30 minutes late for the scheduled appointment time without advance notice.

Quick in-person drop-off meeting (15 min. max)

  • In-person tax appointments are offered three days DURING THE NORMAL TAX SEASON. Off-season in-person appointments can be arranged for an additional charge.
  • Drop-offs is an alternative way to provide WDTBS with your documents and have a quick conversation when sending them via our secure internet platform is not a good option for you.
  • Missed in-person appointments will incur a $25 fee. Appointments are considered “missed” if: (1) they are cancelled with less than 24 hours’ notice, or (2) more than 30 minutes late for the scheduled appointment time without advance notice.
COMMUNICATIONS, CREATIVE SERVICES, AND COACHING APPOINTMENTS

Communications & Creative Services

  • Appointment to discuss a new or in-progress communications or creative services request. Meeting time not to exceed 30 minutes. Please submit the service request details in writing at least 48 hours prior to our appointment time. There is no cost for this consultation when accompanied by services rendered.

1:1 Coaching

  • Professional development planning • Goal setting & accountability • Business communications reviews. 
  • Cost: $125 / 1.5-hour session
  • Missed appointments will incur a $35 fee. Appointments are considered “missed” if: (1) they are cancelled with less than 24 hours’ notice, or (2) the client is more than 30 minutes late for the scheduled appointment time without advance notice. 

Once on the appointment page, click the “I” symbol for more details about the meeting type, purpose and payment information.