Select a service to schedule an appointment.

  • PERSONAL ONLY - Individuals that are not self employed, do not own a business and are not contract or gig workers

    Services for individuals that do not have a business or rental property.
    • Personal TELEPHONE APPOINTMENT
      Schedule a time for Theresa to CALL YOU regarding your unique personal tax and accounting needs. 
      Be sure to include a phone number for Theresa to call you.  
    • Personal Tax Consultation
      In person appointment with Theresa regarding preparation of your personal tax return Form 1040.
    • Personal Consultation
      In person appointment with Theresa to discuss your unique personal tax needs.

  • BUSINESS or BUSINESS & PERSONAL - Owners of businesses, contract workers or self employed individuals

    Services for businesses or self employed individuals who need to report business related income and expenses. 
    • Business TELEPHONE APPOINTMENT
      Schedule a time for Theresa to CALL you regarding your unique business needs.
      Be sure to include a phone number for Theresa to call you. 
    • Business Tax Consultation
      In person appointment to meet with Theresa regarding preparation of business tax return.
    • Business Consultation
      In person appointment with Theresa to discuss your unique business tax and accounting needs. 

  • NON-PROFIT - TAX EXEMPT

    Services for Non-Profit AKA Tax Exempt entities

  • OTHER - Unsure of type of appointment needed

    • Other TELEPHONE APPOINTMENT
      Schedule a time for Theresa to CALL YOU regarding your unique tax and accounting needs. 
      Be sure to include a phone number for Theresa to call you.  
    • Other In Person Consultation
      You are scheduling an appointment with Theresa to discuss your unique tax or accounting needs.