Meeting Purpose:

Service Details and Pricing:

• Tax Services Start at $450: This includes a one-hour consultation and tax preparation of up to one schedule.
• Consultation Pricing: Normally $150, but receive a $50 discount when bundled with tax preparation.
• Deposit and Payment: A $150 non-refundable deposit is required to secure your appointment, with the balance due when the completed tax forms are submitted for your approval.
• Consultation Included: Every tax return includes a consultation to ensure we have all necessary information and to make any needed adjustments.

Pre-Appointment Checklist:

• Once your appointment is scheduled and the deposit is paid, you will be redirected to a payment page on PayPal to confirm your appointment. After confirmation, here's what to expect:

• Email Confirmation: Within 24 business hours, you'll receive an email with a secure Dropbox link to share important documents.

• Document Checklist: Access the checklist in Dropbox to guide you through gathering necessary tax documents.

• Upload Documents: Scan or save your tax documents electronically and upload them to Dropbox as soon as possible. This helps us have a productive consultation and speeds up the tax scheduling process.

• Location Flexibility: I can handle your tax needs 100% online, no matter your location. Sharing information securely over long distances is simple and efficient.

• Document Handling: Instead of sending all receipts, categorize your deductions per the checklist and provide totals if you lack bookkeeping. Otherwise, upload your bookkeeping records and all tax-related documentation to Dropbox. If in doubt, include it in the Dropbox for review during our call.

Post-Consultation Process:

Meeting Logistics:

• Platform: Join via Zoom link is below and will be provided in the calendar confirmation.
• Technology Needs: Please be prepared to share your screen from a desktop for optimal interaction.
• Punctuality: Meetings are scheduled back-to-back, so please arrive on time. You'll enter a waiting room to maintain client confidentiality.