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Book a Consultation

Browse the consultation options below to select the consultation that best describes your needs.

Tax Home/General Consultation

Choose this option if you have questions about your tax home or have general tax questions. There is an initial $30 consultation fee. This fee will be credited to your tax preparation fee if you decide to use our tax preparation services. 

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Tax Preparation Onboarding

Choose this option if you are interested in having your tax returns prepared. You will speak with our on-boarding team, and they will walk you through the tax preparation process. There is a $50 retainer fee for this call, which will be applied to reduce your tax preparation fee.

CPA Consultation

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Choose this option if you would like to have a tax consultation with Joseph Conte, CPA. There is a $60 fee for this call.

Follow up on Current Engagement

Choose this option if you are an existing client with a follow-up question regarding your current engagement.

Need more information
before booking your call? 

Click the contact button to send us a message.

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