Name: Wealth Baristas
Address: 1420 28Th St, Boulder, CO, 80303
Telephone: 303-442-2221

Services

120 Minute Small Business Accounting Consultation

Wealth Baristas offers a variety of small business accounting services such as setting up Quickbooks or organizing disorderly Quickbooks files, payroll and sales tax support, budgeting, regular financial statements, and annual tax preparation.

15 Minute General Appointment

A short phone call with Loretta. Please include discussion items in request so we can be better prepared to respond. Please allow up to two business days lead time, depending on the research and preparation needed.

15 Minute Tax Document Phone Review

A 15 minute telephone consultation to review your tax documents and answer any questions you may have prior to filing your tax return. For tax clients who do not want or need to meet for an hour in person.

15 Minute Telephone Inquiry

Phone conversation to answer questions about whether Wealth Baristas tax preparation or small business services are right for you or your business. Please indicate your areas of interest.

180 Minute Appointment

A three hour block for extensive consultations.

60 Minute General Appointment

For items not covered by other descriptions, use this option. Please indicate the issues you wish to discuss with Loretta in your appointment request so we can be better prepared to be of assistance.

60 Minute Small Business Accounting Consultation

90 Minute Small Business Accounting Consultation

New Clients Only - 60 Minute Tax Preparation Consultation

A one hour meeting with Loretta to review your tax documents and information before she prepares taxes for you or your business. Tax Preparation services are billed by the form and payable when filing is completed.

Returning Clients - 30 minute Tax Preparation Consultation

A half hour meeting with Loretta to review your tax documents and information before she prepares taxes for you or your business. Tax Preparation services are billed by the form and payable when filing is completed.

Wealth Baristas

Services

Services

120 Minute Small Business Accounting Consultation

15 Minute General Appointment

15 Minute Tax Document Phone Review

15 Minute Telephone Inquiry

180 Minute Appointment

60 Minute General Appointment

60 Minute Small Business Accounting Consultation

90 Minute Small Business Accounting Consultation

New Clients Only - 60 Minute Tax Preparation Consultation

Returning Clients - 30 minute Tax Preparation Consultation

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