Skip to Content

Select a date & time

March 2026
Sun Mon Tue Wed Thu Fri Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
3
4
April 2026
Sun Mon Tue Wed Thu Fri Sat
29
30
31
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
1
2
^^^ Please confirm the appropriate timezone at the drop-down here above before scheduling an appointment. This is helps ensure we connect at the correct time. ^^^
Quick Reference - Time Zone Selection:

Eastern Time (ET) - US/Eastern

Central Time (CT) - US/Central

Mountain Time (MT) - US/Mountain

Pacific Time (PT) - US/Pacific

Description

This 30-minute consultation is designed for current clients seeking focused discussion and guidance on specific tax or accounting matters. During this session, we will review your current situation, address your questions, and discuss planning considerations or next steps as needed.

This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.