Schedule An Appointment

Choose which type of appointment you'd like to schedule. Then select who you'd like to schedule with.

+ Free Initial Consultation:
New Clients- set up a free 45 min initial consultation to meet the team and learn about our Individual or Business Services.

+ General Appt: 60 Min In-Person Meeting
Meet with one of our Accounting or Tax team members for a 60 Min appointment to discuss accounting or taxes, or just to go over general questions.

+ General Appt: 30 Min In-Person Meeting
Meet with one of our Accounting or Tax team members for a 30 Min appointment to discuss accounting or taxes, or just to go over general questions.

+ Tax Appt: 45 Mins
Need to file a tax return? Meet with us to work on filing this year or prior year returns. Tax Preparation pricing is based on the complexity of your return and the forms we have to prepare.

+ Tax Planning/Business Consultation
Get ready for year-end by setting up a tax saving planning session for your individual or business tax return.

+ 1 on 1 QuickBooks Training
Meet with one of our Certified QuickBooks ProAdvisors to learn how to use QuickBooks for your business. We offer introductory classes to cover the basics of using the software or online versions, but a 2 hour 1 on 1 training session works best for specific matters within QuickBooks.

+ Accounting Appt
Meet with one of our Accountants to discuss your monthly, quarterly or annual financials, to go over projected profits or to discuss current bookkeeping changes you would like to see for your business.