Ivan's Appointment Calendar

Please select a service to make a booking.

Prospective Clients

Prospective Clients- No-Cost 15 minute Initial Consultation

For new potential clients. This is an opportunity to understand your needs in order to determine if we are a good fit for you.

(15 minutes)

Prospective Clients- Engagement Proposal

Virtual/telephone conference call or face-to-face meeting to clarify proposed services presented via engagement letter.

(15 minutes)

Paycheck Protection Plan

Paycheck Protection Plan - PPP Consultation

Meeting to discuss proper support in order to requirements of the program.

(30 minutes)
$ 175.00

General Consultation

General Consultation- 45 minute (Non-Tax) Consultation

Non-tax consultation to discuss bookkeeping or general business consulting.

(45 minutes)
$ 125.00

Tax Consultation

Tax Consultation- Individual Tax Consulting Session

Up to 30 minutes to discuss prospective transactions or individual tax issues.

(30 minutes)
$ 150.00

Tax Consultation- Business Tax Consulting Session

Up to 45 minute session to discuss prospective transactions.

(45 minutes)
$ 350.00

Existing Engagement

Existing Engagement- Tax Planning or Tax Resolution Meeting

This is a tax consultation as part of an active engagement to reduce your taxes or resolve an existing tax matter. The fee for this appointment is invoiced separately or already billed as part of the engagement.

(30 minutes)

Existing Engagement- Tax Meeting

Note: Requires an active engagement. For individual or business federal and state tax preparation. Can also be utilized to discuss payroll or 1099-MISC preparation. The fee for this appointment is invoiced separately or already billed as part of the engagement.

(15 minutes)

Existing Engagement- Reasonable Compensation Review

Note: Requires active engagement. Virtual/Telephone conference call to discuss the results of your reasonable compensation study. The fee for this appointment is invoiced separately or already billed as part of the engagement.

(15 minutes)

Existing Engagement- Entity Election Phone Consultation

Note: Requires active engagement. This is a phone call in connection with forming an entity. Ivan will discuss the different ways to tax your newly formed entity and which one is best suited for you.The fee for this appointment is invoiced separately or already billed as part of the engagement.

(15 minutes)

Existing Engagement- Business 45 Minute Consultation

This is a general business consultation as part of an active engagement. The fee for this appointment is invoiced separately or already billed as part of the engagement.

(30 minutes)