Schedule Appointment with TMB Tax & Associates

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Discovery Call - Initial Contact

Quick Questions & Consultations

Tax Pro & ERO Support & Mentorship

TMB Office Visit & Document Drop Off

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Discovery Call - Tax Consultation

8 minutes

New client or service discovery calls are not a consultation.
Discovery calls focus on gathering the information needed to produce a quote for services.
To receive answers to tax and accounting-related questions book a paid consultation or follow-up call.

Discovery Zoom Session

8 minutes

New client or service discovery zoom sessions are not a consultation.
Discovery calls focus on gathering the information needed to produce a quote for services.
To receive answers to tax and accounting-related questions book a paid consultation or follow-up call.

Discovery Call: Business Formation

8 minutes

New business formation discovery calls are not a consultation.
Discovery calls focus on gathering the information needed to produce a quote for services.
To receive answers to tax and accounting-related questions book a paid consultation or follow-up call.

Discovery Call: GAAP & Accounting Automation

8 minutes

Discovery Call : Audit/OIC

1 hour @ $475.00

Discovery appointment to qualify for Audit Assistance or Offer & Compromise.

Discovery Call Tax Planning Financial

1 hour 30 minutes @ $225.00

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 the cancellation of your appointment.

10 Min Quick Question Phone Consult

10 minutes @ $65.00

A deposit is required to book and due to COVID19 please do not bring visitors to your appointment.
Already had a consultation? You can still use this link to book a follow-up call or a 30 min Pow Wow.
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 the cancellation of your appointment.

10 Min Quick Question Zoom Consult

10 minutes @ $65.00

30 Min Phone Pow Wow Consult

30 minutes @ $125.00

30 Min Zoom Pow Wow Consult

30 minutes @ $125.00

TMB Virtual Individual Tax Return

1 hour 30 minutes @ $450.00

Partnership Onboarding

1 hour

Software Partnership discovery sessions are not consultations or mentorship sessions.
Discovery calls focus on gathering the information needed to ascertain if a mutual partnership is a viable and lucrative step for your brand.

To receive answers to tax and accounting-related mentorship please book a Quick Question consultation or follow-up mentorship call.

Partnership Discovery Zoom Session

45 minutes

Tax Pro Mentorship Discovery

15 minutes

A mentorship discovery session provides a clear map for working with The Tax Revenue Accelerator to launch or scale your tax business. We accept tax professionals, ero, and service bureau partners.

Our mentorship is designed for those who are ambitious and driven. We look forward to seeing how we can accelerate your vision and your firm!

White Label Services Discovery Zoom

20 minutes

At TMB Tax, we offer top-notch white-label services that cover everything from design to administrative solutions for tax professionals, EROs, and service bureaus alike. And let's be real, we know sometimes your project requests need to be kept on the hush-hush. If you need a non-disclosure agreement to be signed before we take a look, just shoot us an email at admin@tmbtax.com. We've got you covered.

Cut The LIne Mentorship Zoom

1 hour @ $250.00

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 the cancellation of your appointment.

90 Min Pow Wow

1 hour 30 minutes @ $375.00

An in-office meeting at one of our office locations 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.

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