Book a Consultation

 

We love helping you navigate your particular tax and financial questions. Our consultation fee is $390 for up to an hour of preparatory and meeting time to address your particular need.

 

Select your consultation topic below, choose a convenient date and time, and answer a few preliminary questions in our booking form. Depending on your situation, we may follow up to request supporting documents, such as your prior-year tax returns, so we can better understand your needs and arrive prepared for the meeting.

 

Existing clients: If you are a current client with routine questions or file updates, you do not need to book a paid session. Please email or call your assigned tax preparer directly for assistance.

 

For any other questions, feel free to call our office at 317.867.5427.