Adair Advisory Group LLC
Schedule an event with John H. Adair, CPA:
15-Minute Prospective Tax Client Initial Interview Call
This brief call lets us understand your tax needs and ensure we can provide appropriate assistance.
Before scheduling this call, two crucial steps need to be completed:
- Ensure you have a mobile telephone number to send and receive text messages.
- Ensure you have a copy of your previous two year's tax returns for reference during the call.
It's important to note that if any of these required steps are not completed by the morning of the scheduled call, we ask that you reschedule the call once you have all the necessary information.
15-Minute Telephone Call (Existing Clients)
Schedule a 15-minute call with me, exclusive to existing clients.
15-Minute Zoom Meeting (Existing Clients)
Schedule a 15-minute Zoom meeting with me, exclusive to existing clients.
15-Minute FREE Tax Resolution Strategy Consultation
Book a 15-minute Tax Resolution Strategy session with me, specifically for those facing taxing authority issues such as wage garnishments, liens, levies, passport revocation, etc.
Financial Planning Meeting (Existing Clients)
Schedule a financial planning meeting with me, exclusive to existing clients.
Financial Account Review (Existing Clients)
Schedule a review of your financial accounts with me, exclusive to existing clients.
Tax Preparation Meeting (Existing Clients)
Schedule a tax preparation meeting with me, exclusive to existing clients.
Tax Planning Meeting (Existing Clients)
Schedule a tax planning meeting with me, exclusive to existing clients.
Tax Consultation Meeting
Schedule a tax consultation meeting with me. The meeting is billed at $400/hr.
