Our Services

Please select the appointment type that best fits your situation. Some services are complimentary for existing or bundled clients, while others are billed based on scope and complexity.

New Client Consultation Request

Thank you for your interest in becoming a new client! To get started, please complete the New Client Intake Form. Once we review your submission, we will send you a link to schedule your New Client Consultation. We look forward to working with!

NEW CLIENT INTAKE FORM

Existing Clients - 2025 Taxes
Let's do this!
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15 min
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Full Service Client Call
Strategy Session for Bundle Clients Only
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30 min
Included in Bundle
Request to Book
Tax Strategy Call
Tax Strategy Call with Nyrie. You have questions, I have answers.
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1 hr
125 US dollars
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Bookkeeping Consultation
QuickBooks Session with Desiree
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30 min
80 US dollars
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QuickBooks Set-up
QuickBooks Set-up with Desiree
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30 min
80 US dollars
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Tax Appointment with Sarah
Tax Consultation Appointment with Sarah
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15 min
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Referral Partners Call
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30 min
Book Now

818-784-8452

Our Services

New Client Consultation Request

Existing Clients - 2025 Taxes

Full Service Client Call

Tax Strategy Call

Bookkeeping Consultation

QuickBooks Set-up

Tax Appointment with Sarah

Referral Partners Call

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