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!
Initial Consult (phone or in person) (1 hr)
This is a time to review your situation and decide if we are a good fit. It could take 15 minutes to to an hour, depending on the complexity.
Tax Prep Appointment (1 hr)
Personal or business taxes.
Tax Review Appointment (in office or phone call) (30 min)
Please provide your tax information and allow one week for Olivia to process and review it before your phone appointment. If this is a phone appointment, Olivia will call you at the number you provide at the designated time.