Individual Income Tax Meeting

Introductory meeting to discuss the preparation of your Form 1040 - Individual Income Tax, and related schedules.

Duration: 1 hour

Tax Drop Off

Schedule a time to drop-off your tax documents and have a quick meeting to go over your information. Existing clients only, please.

Duration: 15 minutes

Business Income Tax Meeting

Meeting to discuss the preparation of your business income taxes - Form 1120, 1120S, 1065, Schedule C (Sole Proprietor), 1041 (Trust & Estate).

Also available: Personal property tax, employment taxes, sales & use tax, and various other tax forms.

Duration: 1 hour

Tax Return Review

Select if you would like to schedule a time to review your return prepared by Capocore. Zoom is preferable so we can review the return online together.

Duration: 30 minutes

Accounting Consultation

Let’s meet to discuss your accounting - sound exciting?!?

Duration: 1 hour

Tax Consultation

Have a question about taxes? I’m here to take the anxiety out of tax preparation and planning. Whether it be about an IRS notice or you are thinking of starting a business, my time is yours.

Duration: 1 hour

Accounting System Consultation

Certified QuickBooks Proadvisor at your service! Setup, cleanup, and troubleshooting.

I am also certified in Xero and Wave cloud accounting systems.

Duration: 1 hour

Notary Services

Notarization of your documents. Generally takes 10-15 minutes. No charge for existing clients.

Duration: 15 minutes

Price: $ 10.00

Other Service

Just because it’s not listed, doesn’t mean I can’t help you with it. Contact me and let’s see how I can help!

Duration: 30 minutes

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