New Clients: Business Accounting (30 Min)Fees: $75, paid in advance. The $75 will be credited towards your first monthly service fees Existing Client: Documents Drop-off and Pick-upThis is for clients who would want us to help them with Document Drop-Off or Pick-Up Tax Planning Initial Meeting (30 Min)Fees: $425 and up. Discuss your tax situation & scenario for tax planning options Existing Client: Call BackTo discuss any quick tax / accounting / payroll questions or for clarifications Existing Client: Financial Statement ReviewTo discuss your books, financial statements & performance. Please mention whether you like this to be via Phone, Video Call or In Person in office Existing Client: Signature AppointmentSchedule time to meet with the team to execute signature on the documents Existing Client: Tax Preparation Follow-Up (Phone)This is for clients who would like to discuss questions and concerns regarding their tax filing Existing Client: Tax Preparation Follow-Up (Video)This is for clients who would like to discuss questions and concerns regarding their tax filing Existing Client: Tax Return Review Review of your income tax return. Please mention whether you like this to be via Phone, Video Call or In Person in office Please schedule your meeting with our Accounting & Tax Team:
