This consultation is intended for small business owners and self-employed people planning to prepare their own taxes who would like to meet with one of our accountants to review your return before filing. We will not only review your return for accuracy, but consult with you on a tax planning strategy for 2024!

After booking, you will receive an email with our DIY Tax Prep + Review Kit to use as you are preparing your return and instructions on how to submit your documents to our team before your scheduled consultation.

Consultations not included with a monthly membership with us will be invoiced $350 after the consultation.