Come in to the office and meet with a CPA in person. Bring your tax documents and prior year returns if you are new to the office. We will review documents with you and take down any additional information. When tax returns are complete you can return to discuss the results and planning opportunities for the new year.
Duration: 30 minutes
Meet with us via zoom. Book an appointment and we will provide you access to our client portal. You can then upload your tax documents in advance and we can discuss them over video conference. When your tax returns are complete we will send everything back via portal and request electronic signature.
If you are looking for a new CPA firm for your business or you are just starting out, you have come to the right place. Book an appointment to learn how we can help take your venture to the next level.