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 prospective clients seeking more detailed discussion and preliminary guidance regarding their tax or accounting needs. During this session, we will review your situation at a high level, discuss potential strategies, and determine the appropriate scope of services moving forward.
This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.