Schedule an Appointment
Introduction Meeting
This meeting is an opportunity for us to discuss your needs and determine whether our firm is the right fit. I’ll learn about your goals and outline how my services can support you. This session is not for tax advice or strategy; it’s a high‑level conversation to assess alignment before moving forward.
15-30 MINUTES
Tax Planning Appointment
This appointment has been prepaid and previously discussed with Alexis. If you are interested in this appointment but have not registered yet, please email her at Alexis@APAccountingandtax.com.
Thank you!
1 HOUR
Returning Client Meeting
This meeting is for returning clients who need to discuss a tax issue, review a tax return, or get clarity on a specific question. It provides focused guidance on your matter so we can address it efficiently and determine next steps.
15-30 MINUTES