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Appointment options

Tax Planning Conversation

For established business owners and high-income individuals who want proactive, year-round guidance.

For S corporations, C corporations, partnerships, and other business-return needs.

For individuals with higher income, multiple income sources, or additional tax complexity.

For businesses that need reliable monthly records and clearer financial reporting.

For notices, examinations, unfiled returns, or other IRS concerns.

Not sure which appointment to select?

Choose Tax Planning Conversation and briefly describe your situation when booking. We can redirect you if another service is more appropriate.