Choose an appointment type.

Personal Income Tax Return

Need to do income taxes? This type of appointment is meant to be no longer than 2 hr. If you believe it will take longer, please let me know.
The fee will count towards the preparation service.
In case of cancellation, you lose the prepayment.

2 hours
•
$100.00
Zoom - Please upload documents to the portal

This is the perfect way to get things done virtually. I'll share my screen, so it's almost like you're visiting the office; the only difference is that I'll mail your tax return (upon request), and I always upload a copy to the portal.

4 hours
•
$100.00
New Client - Tax Return / Tax Related

If you're seeing me for the first time, please use this appointment type.
The fee counts towards the preparation service.
In case of cancellation, you lose the prepayment.

2 hours
Business Income Tax Return

New Clients Welcome.
For the business tax return, not the bookkeeping review.
The fee counts towards the preparation service.
In case of cancellation, you lose the prepayment.

2 hours 45 minutes
•
$100.00
New Client-Business/Corporate Tax Return

New Client can book this appointment.
The fee will count towards the preparation service.
In case of cancellation, you lose the prepayment.

2 hours
•
$100.00
Business Review

For Clients who are on all-inclusive services and monthly fees. Ask if you'd like to pay a flat monthly fee for all services.

2 hours
•
$100.00
Tax resolution

IRS is on your tail? FTB took the money out of your accounts? You're making a great decision to solve the problem.
You will be asked to pay towards the service fees.
In case of cancellation, you lose the prepayment.
I will let you know if I can see you sooner.

2 hours 30 minutes
•
$400.00
Fractional CFO Service

This Service is for business owners. If your business needs review and advice, please book this 2.5 hr consultation; the fees you need to pay count towards your business assessment and restructuring.

2 hours 30 minutes
•
$1,250.00
QuickBooks Set Up or Training

One-time fee. Online or Desktop version.

4 hours
•
$500.00
Free Appointment Request (no cost of booking)

This is a 30-minute appointment block. By selecting this slot, you indicate your preferred start time, and the appointment length will be determined accordingly. You can set up multiple requests. Please note that appointments are subject to approval based on availability. If you do not receive a status update regarding your request, please reach out via text at 916-949-1105.

30 minutes
Business Meeting or Business Lunch

Please don't book this appointment for business

1 hour 30 minutes
Quick Zoom ( Wrap-it-up)

This is perfect if you were missing documents at your first appointment or need to see me for another reason. It should be quick since I am doing this between other scheduled appointments.

45 minutes
Appointment Requested

Please don't use it, since Jolanta manages it and she may reject it without notice. You might be informed by phone if it is accepted. Please use another form of appointment

1 hour
Blocked Hours/Personal Time

Don't use it

8 hours 50 minutes

Welcome, new and existing clients. Please note that you are booking on the app, possibly at the same time as others. Make sure you agree to notifications so you can receive confirmation. See you soon!!!