For new clients only, please book this discovery call to learn more about your situation and determine what solutions our firm can provide.

For Business Clients:

Form 1065 - Partnerships

Form 1120s - S Corporations

Form 1120 - C Corporations

​

For Individual Clients:

Form 1040 - Individuals

All 50 States

​

*If you have a Single Member LLC or Real Estate Rentals, book this option.

Appointment for general tax advice.  Additional charges may apply if multi-year tax planning is requested. 

$150 minimum charge.  

Please book this option if your business needs help with bookkeeping.  This may include catch-up accounting or new business implementation.