Whether you need personal tax preparation, business tax preparation, or both, this paid, 90min call provides the right amount of time to orient around your tax preparation needs and get you primed for further tax preparation services from TaxMan & Associates. During the meeting we will discuss potential tax preparation service from TaxMan & Associates, current and past filings, and other pertinent information to determine any opportunities toward a plan for your tax document submission.

NOTE: You will receive an email to the address you provided that links to a form in which you can upload necessary tax documents. You must upload the requested documents at least 48 hours in advance of the scheduled meeting. This time period is necessary for us to review your documents in advance of the meeting. If we do not receive your documents at least 48 hours in advance of the meeting, we will require you to reschedule the meeting.