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Book your free Financial Checkup.

A no-obligation, 30-minute conversation about your books, payroll, and taxes. In our office, by phone, or on Teams or Zoom.

Ready to file your return? Choose “Tax preparation” in the form and we’ll set up your tax appointment.

Send us a request

Tell us a little about you and what time of day works best. We’ll call or email within one business day to confirm your appointment.

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Your name(Required)

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Business name

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What can we help with?(Required)

How would you like to meet?

In our office

By phone

Microsoft Teams

Zoom

What time of day works best?

8–11 AM

11 AM–1 PM

1–4 PM

Check any that work for you.

Anything we should know?

Optional — please don’t include Social Security numbers or account numbers.

We listenWhat’s working, what’s not, and what worries you most about your finances.
We check the basicsAre the books current and reconciled? Is payroll compliant? Are you ready for taxes?
You leave with next stepsWhether or not you hire us, you’ll know what to fix first.

Dealing with an IRS or state letter? Call us directly — our Enrolled Agents review your situation with no up-front fee.