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Let’s talk your business to move forward.

Leverage agile frameworks to provide a robust synopsis for high level overviews iterative approaches.

Duration: 45 min

Detailed conversation with Eric about lowering your taxes through tax planning (Initial or follow up).

This is not a reoccurring meeting.

Duration: 45 min

Review and finalize your tax return with Eric.

What to Expect:

During this appointment, you’ll review the final details of your tax return with Eric. (Initial or follow up)
Remember, your tax return can be completed during this appointment but you’ll need to submit all your tax documents prior to the appointment.

What Happens Next?

You’ll receive a separate email from our office detailing what information we’ll need in preparation of your appointment and the date you must submit them by.
This will consist of tax documents from that tax period. If you’re a new client, we’ll need to see the last tax return you filed.

Duration: 45 min

Detailed conversation with Eric about a inquiry or request. (Initial or follow up)

You must provide the purpose of the meeting in the not section. (This is not for discussing tax returns.)

Duration: 15 min

Brief conversation with Eric regarding tax matters such as:

Your tax return will not be completed during this appointment (unless previously specified).

Duration: 45 min

Discuss your company’s tax return and bookkeeping with Eric, prior to filing.

What to Expect:

During this appointment, we’ll assess the next steps in processing your return.
Remember, we will not be completing your tax return or bookkeeping during this appointment.

What Happens Next?

You’ll receive a separate email from our office detailing what information we’ll need in preparation of your appointment.
This will likely consist of bank statements and tax documents from that tax year.