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.

New Client Consultation (Available after April 15)

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 to upload any documents you'd like us to review.

Quick Question/Pre Prep Meeting (Available after April 15)

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.

Existing Client Consultation (Available after April 15)

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.