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Tax Prep Tech
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  • Financial Calculators
    • Tax Calculators
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    • Personal Finance
    • Savings & Investments
    • Business Calculators
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    • Vehicle Financing
  • Tax Resources
    • Tax Worksheets
    • FAQ
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    • IRS Publications
    • Withholding Calculator
    • Where Is My Refund?
    • Record Retention Guide
    • Taxpayer Bill of Rights
  • Client Portal
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  • More
    • Home
    • About Me
    • Services
    • Financial Calculators
      • Tax Calculators
      • Retirement & Planning
      • Personal Finance
      • Savings & Investments
      • Business Calculators
      • Home Ownership
      • Vehicle Financing
    • Tax Resources
      • Tax Worksheets
      • FAQ
      • IRS Forms
      • IRS Publications
      • Withholding Calculator
      • Where Is My Refund?
      • Record Retention Guide
      • Taxpayer Bill of Rights
    • Client Portal
    • Make A Payment
    • Press
    • Contact
Tax Prep Tech

EN

  • Home
  • About Me
  • Services
  • Financial Calculators
    • Tax Calculators
    • Retirement & Planning
    • Personal Finance
    • Savings & Investments
    • Business Calculators
    • Home Ownership
    • Vehicle Financing
  • Tax Resources
    • Tax Worksheets
    • FAQ
    • IRS Forms
    • IRS Publications
    • Withholding Calculator
    • Where Is My Refund?
    • Record Retention Guide
    • Taxpayer Bill of Rights
  • Client Portal
  • Make A Payment
  • Press
  • Contact

Schedule a Discovery Session Today

Discovery sessions are meetings for prospective clients to determine if we are a good fit for their needs, but please keep in mind that we receive a high volume of inquiries and each meeting takes time. We value our time, knowledge, and experience, and therefore, discovery sessions are paid consultations. If you prefer not to schedule a discovery session, you can request a customized quote through the form at the bottom of this page or by reviewing our estimated fees at the bottom of our services page. We strive to provide exceptional attention to our current clients, and therefore, we will not be offering discovery sessions from March 15th to April 20th. However, you are welcome to request a quote during this time. 

Before scheduling a session, please note:


There is a non-refundable fee of $250 to schedule a session. This fee will be credited toward your final invoice upon signing an engagement agreement. Additionally, we only offer calls by appointment.

Schedule a discovery session

Contact Us

Not ready for a discovery session but want more information about our services. You can contact us using the form below. *We do not answer tax questions or give tax advice outside of client relationships or paid consultations.

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