Schedule Appointment with TMB Tax & Associates

Choose a category...

Discovery Call - Initial Contact

Quick Questions & Consultations

TMB Financial Courses

TMB Office Visit & Document Drop Off

I would like to schedule...

Quantity:

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

45 minutes @ $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.

TMB Tax Institute 1:1 Consultation

1 hour 5 minutes

10 Min Quick Question Phone Consult

10 minutes @ $40.00

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 @ $40.00

30 Min Phone Pow Wow Consult

30 minutes @ $82.50

30 Min Zoom Pow Wow Consult

30 minutes @ $82.50

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 Onsite Individual Tax Return

1 hour 30 minutes @ $300.00

A mask and temperature check are required for all locations if you enter the office. Please do not use this link to schedule a discovery or to ask questions related to open projects or onboarding.

TMB Onsite Business Tax Return

2 hours @ $450.00

A mask and temperature check are required for all locations if you enter the office. Please do not use this link to schedule a discovery or to ask questions related to open projects or onboarding. During your appointment, we review documents received and process your tax return while you wait. A deposit of $450.00 (our minimum fee) is required at the time of booking.

TMB Document pick up/drop off

15 minutes

Exterior drop box Access for documents transfer only. A mask and temperature check are required for all locations if you enter the office. Please do not use this link to schedule a discovery or to ask questions related to open projects or onboarding.

30 Min Office Pow Wow

30 minutes @ $125.00

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.
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.

60 Min Office Pow Wow

1 hour @ $250.00

90 Min Pow Wow

1 hour 30 minutes @ $375.00

Loading...

1 Choose Appointment

2 Your Information

3 Confirmation