Schedule Your Appointment
Easily book your professional tax review, tax planning, or tax preparation appointment with us today.
Tax Preparation
Book your tax preparation appointment with one of our certified tax preparers
This will be a 60 minute meeting where we will work on your tax return and potentially finish it in this session. The charge for this appointment is an additional $25 over the standard tax preparation fee.
If you would like to meet with Jon Gustafson, the additional fee will be $50 over the standard tax preparation fee.
Tax Review
Review the details of your tax return that we prepared or to discuss any changes for your upcoming professional tax review session.
This will be a 30 minute review meeting with one of out tax preparers at no additional charge.
Note: this meeting is only available from June through December.
Tax Planning
Schedule a strategic session with Jon Gustafson tailored for optimal income tax results over multiple years. This is a great session if you are looking at retirement, IRA conversions, large capital gains or sale of business or property.
This will be a 60 minute meeting with Jon Gustafson and the charge will be $75.
Note: this meeting is only available from June through December
Frequently Asked Tax Questions
Find answers regarding our professional tax review, planning, and preparation services to help you prepare for your consultation.
How do I schedule an appointment?
You can easily book your consultation directly through our Calendly scheduler link provided on this page.
What should I bring to my tax review?
Please bring your previous tax returns, current income statements, and any relevant financial documents.
What services do you offer?
We specialize in professional tax review, strategic tax planning, and comprehensive tax preparation.
Are your consultations virtual or in-person?
All consultation details and meeting formats are clearly outlined within each service option on our scheduler.
How early should I book my tax preparation?
We recommend scheduling your appointment early in the season to secure your preferred time slot.
Can I reschedule my appointment?
Yes, you can easily reschedule using the link found in your original confirmation email from Calendly.