Initial tax consultation for new clients.

Tax planning
Review of documentation to be used for tax preparation
Review, sign prepared return

Initial discussion with potential clients
On-boarding new clients
Bookkeeping data review/ Review of financial statements

Face to face or phone consult.

This is an private one on one training that takes place at your location. Cost is $75 per hour (minimum 2 hours). A typical individual training will take 2-4 hours depending on your prior experience with the software.

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