Click to book an appointment for any of the following services

TAX PREPARATION APPOINTMENT TYPES

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

  • This meeting is great for clients who have complex tax & finance needs such as small businesses, major family changes, or clients who have 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 $65/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 Video or Phone Call (15 min max.)

  • Use this option for 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 on three days: Sat. 2/11, Sat. 3/18, and Fri 4/7
  • This meeting is great for clients who have complex tax & finance needs such as small businesses, major family changes, or clients who have 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 $65/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)

  • All Drop-offs are in Tracy, CA. In-person meetings are only offered three days: Sat. 2/11, Sat. 3/18, and Fri 4/7
  • 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.

ALL OTHER SERVICE APPOINTMENTS (Service not available during tax season)

1:1 Consulting & Coaching

  • Career development planning • Goal Setting •Business transformation coaching • profit or non-profit business • process & procedures, money management, business communications, organizational development or strategic planning

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


Appointments Available Tuesday, Friday & Saturday