Click to book an appointment for any of the following services
TAX PREPARATION APPOINTMENT TYPES
- FREE Introductory Meeting for prospective clients – (30 minutes)
- Service Engagement Meeting – Phone or video call for existing and on-boarding clients – (15 minutes)
- Tax Appt: Video Call or Phone Appointment – 1 – 1.5 hours)
- Tax Appt: In-person (in Tracy, CA) Masks required (1 – 1.5 hours; only THREE days to choose from during tax season.)
- Tax: Quick Drop-off (In person, Current clients only; In Tracy) – (15 minutes)
ALL OTHER SERVICE APPOINTMENTS (note: All TAX client appointments will be prioritized from now through May 2022.)
- FREE Introductory Meeting for prospective clients – (30 minutes)
- 1:1 Coaching/Consulting – (1 hour 30 minutes, cost: $95 – Prepay)
- Small Business Start-Up Consultation – (1 hour 30 minutes, cost: $75 – Prepay)
Once on the appointment page, click the “I” symbol for more details about the meeting type, purpose and payment information.