(Hover your mouse over any title to expand for more options.)
Deadline to timely file extended
Individual Tax Returns:
Current clients may book an hour-long appointment here. One per month.
1 hr1 hour
Online or Phone. In person requires confirmation with us.
This option is for current monthly billed clients to book an appointment with your Accountant to discuss bookkeeping, consulting, general accounting questions, and such. This is not a face-to-face appointment, unless previously discussed. One hour per month is included in your monthly fee. Additional time will be billed at $125/hour for telephone or $175/hour for meetings at your location. Please call the office if you have questions or send a message through MEGA.
Please note that retainers are non-refundable. Contact our office to reschedule or discuss options. If your appointment requires travel to your location, a 12-hour advance notice is required for refund of travel fees paid in advance.