NOT A CLIENT – MUST CALL US
(714) 710-3424 TO INQUIRE.
ONLY CURRENT CLIENTS CAN SCHEDULE APPOINTMENTS
TAX PREPARATION
2025 Tax Return : Personal & Business
Schedule IN-PERSON Tax Preparation Appointment
Schedule VIRTUAL GOOGLE MEET Tax Preparation Appt
______________________________________________________________________________________________
TAX CONSULTATION
NO TAX CONSULTATION APPOINTMENTS AVAILABLE FROM JAN – APRIL 15TH, 2026
TAX PLANNING / PROJECTIONS
NO TAX PLANNING APPOINTMENTS AVAILABLE FROM JAN – APRIL 15TH, 2026
Schedule IN-PERSON Tax Planning / Projections Meeting ($150.00 / 1 hour)
Schedule VIRTUAL GOOGLE MEET Tax Planning / Projections Mtg ($150.00 / 1 hour)
______________________________________________________________________________________________
BUSINESS CONSULTING
NO BUSINESS PLANNING APPOINTMENTS AVAILABLE FROM JAN – APRIL 15TH, 2026
Schedule IN-PERSON Strategic Business Consulting Meeting ($150.00 / 1 hour)
Schedule VIRTUAL Strategic Bus. Consulting Mtg ($150.00 / 1 hour)
______________________________________________________________________________________________
ACCOUNTING / BOOKKEEPING
WE’RE ACCEPTING NEW BOOKKEEPING CLIENTS – PLEASE CALL INTO US (714) 710-3424
Schedule IN-PERSON Business Services Meeting (Accounting-Bookkeeping)
Schedule VIRTUAL Bus. Svcs Mtg (Accounting-Bookkeeping)
______________________________________________________________________________________________
TAX ISSUES : IRS & FTB
NO TAX IRS OR FTB ISSUE APPOINTMENTS AVAILABLE FROM JAN – APRIL 15TH, 2026
Schedule IN-PERSON IRS / FTB CA Tax Resolution Consultation ($150.00 / 1 hour)
Schedule VIRTUAL IRS / FTB CA Tax Resolution Consultation ($150.00 / 1 hour)
