Please select an appointment type to book your appointment.
Review 2020 tax situation and affect of PPP, state grants and EIDL.
Duration: 1 hour
This is for new people or businesses to come and meet with us so we can get to know each other and see if the services we provide are a good fit to help meet their needs and accomplish their goals.
Tax Year tax preparation. Please make sure you bring all of your pertinent tax forms and documents to the appointment.
Review of your completed tax return and opportunity to answer any questions that you might have.
Duration: 30 minutes
For business owners who have read Profit First or Pumpkin Plan.
Phone call to review any questions that arise during the year. Video conferencing is also available. If there is something that needs to be reviewed prior to this appointment, please send it to me.
Duration: 15 minutes