15 Minute Discovery Meeting for Business Accounting Services

This is a virtual meeting for business accounting services to evaluate whether we are a fit for each other and learn about your business tax situation. Our fees are $275/hour for tax compliance and $165/hour for accounting services. A small business can expect to spend $5,000 and up on annual services. We cannot address specific tax questions during this meeting. Please complete the questionnaire form prior to scheduling, you will then be taken to a scheduling page. Meeting instructions will be displayed after you book your meeting and will be emailed to you.

Compliance History
Business Background
Prior History Questions
Service-Related Questions