Phone Call or Video Conference
Phone Call or Video Conference;
Phone Call or Video Conference;
Phone Call or Video Conference;
In Office, 15 minutes
Choose this if dropping off or picking up files, or for a quick moment to discuss other matters.In Office, 30-45 minutes
Dedicated time for planning and projections, income, deductions, estate, or other Q&As.In Office, 45-75 minutes
"Tax Season" or "New Client" Meeting Extra blocked time here allows for buffers for life delays (i.e. technology or traffic delays) or additional time that may be needed.