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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. 


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


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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