Year End Tax and Withholding Checkup
Get a check-up to avoid surprises in the spring. Review your pay stubs for withholding, and business income for estimated tax payments. Discuss life events like marriage, divorce, buying or selling a home and how they may impact your taxes. Prevent unexpected tax bills and find ways to adjust contributions to retirement, health savings accounts and more.New Client Consultation
It helps for us to have any documents about which you have questions, and at least your most current tax return. Do not send any documents to us via email; instead, we will set you up on our secure portal prior to your appointment. Consultation fee is applied toward future services.Current Client Consultation
To discuss tax strategies, business updates, withholding and tax estimates, or ask other tax questions, meet with DeeAnne via Zoom or telephone. $75 for 30 minutes. Additional time/research is billed at $130/hour prorated.Teacher Tax Consultation
For public school teachers and retired teachers. No initial consultation fee.Prepare My Returns In Person
Meet in person to prepare your tax returns. For RETURNING clients only. Please have ALL tax documents available before scheduling this appointment. Bring all documents you think we might need.Review Tax Returns Prior to Filing
Let's go over your return and answer your questions before we hit the file button! Phone or Zoom.Quick Question/Pre Prep Meeting
For current clients who have a quick question or want to meet prior to tax preparation. For a consultation regarding tax planning, please choose a different appointment type.Notarize My Documents
In person only. Bring documents and valid identification. $10 per notarized signature.