Tax Return Preparation
Imagine walking into your CPA’s office once a year for your tax appointment and coming out with a smile on your face? Seem too good to be true? Kristi and her team really take the time to get to know each and every one of their clients. Kristi enjoys educating her clients so they don’t leave her office feeling lost and confused. Not only will you get your taxes done, but you just might enjoy the process!
Program Includes: One 45 minute appointment in our private office or via phone. A completed tax return for the appropriate year. Year round access to Kristi’s team via phone and e-mail for quick questions. This is perfect for people who do not want to do their taxes anymore, or are unhappy with their current tax preparer. Contact Kristi if you want to take some of the bite out of having your taxes done every year.
Tax Consulting
Do you ever find that you need someone to talk to about taxes during the year? Trying to make a decision that you know will have tax implications, but just not sure how to figure it out? Kristi can help! Whether it is trying to figure out if you should quit your job and start your own business or if you are having enough withheld from your paycheck, Kristi and her team can help you figure out which direction will benefit you most tax wise.
Program Includes: As each client has a unique set of needs, please Contact Kristi on an as needed basis. Services are billed hourly.
