Consulting Services
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Tax Return Review
Did you prepare your tax return and want a second set of eyes from a professional? We’re here to help! This one-hour consultation lets a licensed CPA look under the hood to reassure you before filing your tax return.
If you're feeling uncertain about your prepared tax return and would like some expert guidance, Holistic Budget APC is here to provide the assistance you need. We understand the complexities of tax filings and the importance of getting it right. Our licensed Certified Public Accountant (CPA) is ready to lend you a helping hand.
The Benefits of a Second Set of Eyes
Even the most meticulous individuals can make mistakes or overlook critical details when preparing their tax returns. That's where our professionals come in. Our one-hour consultation offers you the opportunity to have your tax return reviewed by a licensed CPA. This thorough examination helps ensure accuracy, identify any potential errors or omissions, and provide peace of mind before filing your return.
30-Minute Video Meeting
1-Hour Video Meeting (Save 25%)
Other Consultation Services
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Consulting - $100/30 min.
Business Advice, Tax Planning, Financial Planning, Bookkeeping Skills, Payroll Questions, and Employer Benefit Programs.
This is for assessing your general questions outside of annual tax preparation. This option is meant to determine your needs and answer any questions.
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Advisory Services - $225/hour
Let us review your policies & procedures, choosing the right employment benefits, loan agreements, and any other business evaluation services.
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Audit Services - $225/hour
Allow us to examine your books, records, and tax returns to ensure you comply with Federal, State, and Local accounting policies and taxing authorities.