Schedule Appointment with TMB TAX & ASSOCIATES

Choose a category...

Discovery Call - Initial Contact

Follow Up Contact

Office Visit

TMB Financial Courses

I would like to schedule...

Quantity:

Discovery Phone Consultation

8 minutes

New client phone consultation

Discovery Zoom Consultation

8 minutes

New client video consultation

Discovery Call: Business Formation

12 minutes

Discovery Call: GAAP & Accounting Automation

10 minutes

Review of needs, recommendation of software and processes.

Tax Software Demo

1 hour 5 minutes

10 Min Follow Up Zoom - Non Client

10 minutes @ $25.00

Payment is required to book this service. You may alternatively email me with your service seeking questions or concerns.
Note: Booking the incorrect slot will result in cancellation of your appointment.

10 Min Follow Up Chat -Non Client

10 minutes @ $25.00

30 Min Phone Pow Wow

30 minutes @ $67.50

30 Min Zoom Pow Wow

30 minutes @ $67.50

Tax Planning Financial Overview

30 minutes @ $65.00

Onsite Tax Preparation

1 hour 30 minutes @ $65.00

In-office meeting at the Oakland or Richmond office is available by appointment only. A deposit is required to book and due to COVID19 please do not bring visitors to your appointment. Already had a consult? Book a follow-up call.

TMB Document pick up/drop off

15 minutes

In-office drop-off of documents only. A mask is required. Please do not use this link to schedule an initial contact and project assignemnt.

30 Min Office Pow Wow- Onboard

30 minutes @ $65.00

Financial Independance & Budgeting

1 hour @ $65.00

Missed basic economics? Almost everyone did because it's not general education. Well, we will teach you how to create a simple budget. How to pay bills, write checks, track your spending, all of the adulting that comes with basic financial abilities and it won't break your bank! I promise.

TMB TAX & ASSOCIATES

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