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.

"Tax Season" or "New Client" Meeting

Expect to meet for +/- 60 minutes. The extra booked time here allows for buffers for life delays (i.e. technology or traffic delays) or extra time that may be needed.