QuickBooks set up or training, payroll, sales tax, business budget, tax planning, retirement plan, etc. Please indicate the subject of this meeting in the notes section, thank you!
Drop In (15 min)
Need time to pop in and drop off or discuss something briefly? Choose this appointment.
Individual Consult (1 hr)
Consultation on a tax or individual matter. Tax planning, budgeting, FAFSA assistance, financial planning, etc. Please indicate the subject of this meeting in the notes section, thank you!
Tax Prep (Phone Call) (1 hr)
Please provide your tax information and allow one week for Amy to review it before your phone appointment. Amy will call you at the number you provide at the designated appointment time.