Tax & Notary Solutions (Sonya Deal)
Book an appointment with me using the links below. If you need an evening appointment or anything outside of these times, email me sonya@taxbooks318.com for availability.
Tax Question Phone/Zoom Meeting (15 minutes)
Book a phone/zoom meeting with me for 15 minutes! For new or existing clients with simple tax questions. For complex tax situations, book a 60 minute meeting HERE.
Existing Client PHONE/ZOOM Meeting (15 minutes)
Book a phone/zoom meeting with me for 15 minutes! For existing monthly accounting clients only.
Business Bookkeeping/Accounting Consultation (60 minutes, new client)
Book a meeting with me for 60 minutes! This is an appointment for NEW business clients for Bookkeeping, QuickBooks questions, new business setup or Legal Forms.
In-Person, Phone or Zoom
**CANCELLATION / NO-SHOW POLICY**
--Cancellations over 12 hours of appointment time will be charged $15.
--Cancellations within 12 hours of appointment time will be charged 50% of appointment fee.
--All "no-show" appointments will be charged 100% of appointment fee.
Tax Consultation (60 minutes, new client)
Book a meeting with me for 60 minutes! This is an appointment for NEW clients for Tax Preparation, Tax Planning and Tax Strategies.
In-Person, Phone or Zoom
*If you do not need a meeting, email me anytime sonya@taxbooks318.com with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.
Tax Questionnaire's can also be located on my website:
Personal Tax Services: https://taxbooks318.com/personal-tax-services-bookkeeping/
Business Tax Services: https://taxbooks318.com/business-tax-services/
Secure Upload Portal is located HERE
**CANCELLATION / NO-SHOW POLICY**
--Cancellations over 12 hours of appointment time will be charged $15.
--Cancellations within 12 hours of appointment time will be charged 50% of appointment fee.
--All "no-show" appointments will be charged 100% of appointment fee.
Client Meeting (1 hour, existing clients)
Book a meeting with me for 60 minutes! Topics can be anything you need to talk about - new business, tax preparation, tax planning, financials, etc.
In-Person, Phone or Zoom
**CANCELLATION / NO-SHOW POLICY**
--Cancellations over 12 hours of appointment time will be charged $15.
--Cancellations within 12 hours of appointment time will be charged 50% of appointment fee.
--All "no-show" appointments will be charged 100% of appointment fee.
Bookkeeping Client Quarterly Meeting (30 minutes, existing client)
Book your quarterly Bookkeeping meeting with me. We can go over your business financials and any strategies or questions you have for the quarter.
Notary
Book appointment for Notary services at my office: 3909 Benton Road, Suite A
**Must bring a copy of your ID**
Mobile appointments are available for additional charge. Text me 318-349-9558 for mobile availability.
$25 for each notarization, $10 for each additional signature over 2
$40 starting price for Mobile Notary
$40 starting price for vehicle transfers/donations
Cash, card, Venmo accepted for payment. No checks.
Tax Return Drop-off / Pickup / Signing
Book a time to drop off your tax papers or to pick them up from the physical office. There is a locked mailbox to the right of the door that is labeled "Suite A" if we are not in the office. Please email me if you drop off papers there to sonya@taxbooks318.com.
Physical office address:
3909 Benton Road, Suite A
Bossier City, LA 71111
*I will need ALL papers filled out with the backup uploaded or dropped off to me before I can complete your tax return. You can email me anytime sonya@taxbooks318.com with the type of tax return you need (business or personal) and any other important details and I will email you the instructions to start the tax return process.
Tax Questionnaire's can also be located on my website:
Personal Tax Services: https://taxbooks318.com/personal-tax-services-bookkeeping/
Business Tax Services: https://taxbooks318.com/business-tax-services/
Secure Upload Portal is located HERE
