Abella Tax Services, Inc.

Please remember that we need your documents PRIOR to booking an appointment in order to serve you most efficiently. Thanks so much!

Tax return wrap-up meeting - Jesica

If we have received your tax documents, please select this option to book your wrap up meeting. At this meeting, we’ll ask any outstanding questions, go over the return with you, and plan for the new tax year.

Note: Please allow a 2 week turnaround at this time.

(30 minutes)

Tax return wrap-up meeting - Dirk, Crystal or Carrie

If we have received your tax documents, please select this option to book your wrap up meeting. At this meeting, we’ll ask any outstanding questions, go over the return with you, and plan for the new tax year.

(1 hour)

New client consultation

If we have not prepared a tax return for you before, we’re happy to meet with you to answer your questions and make sure we’ll be a good fit for you. Please bring a copy of your prior year’s tax return, along with any information you have for your current tax return. We will review your situation, answer your questions, and give you a firm quote for tax preparation.

Please choose Dirk Rhynsburger on the next screen unless you are a business-owner (then choose Jesica)

(1 hour)

IRS Issue Resolution

If you have received an IRS letter or are unable to make minimum payments on an installment agreement, please choose Dirk Rhynsburger on the next screen. If you are an existing client of our firm, please upload a copy of the letter to us in advance.

(1 hour)

Tax Planning (May - Dec)

Has something major changed in your financial situation? Sold a house, retired, pulled money from retirement funds early, changed jobs, sent kids to college… we’re happy to talk through the tax implications of these changes. If you’re able to provide information in advance (paystub from new job, etc.), we can have a projection drawn up before your appointment.

Planning appointments are available May through December. During tax season, we’ll take a stab at 2018 planning during your wrap meeting and highly encourage a mid-year planning appointment.

(1 hour)

New Business Consultation

Started a new business? Or want to talk about adding bookkeeping or payroll services for your business? Please select Jesica on the next screen.

(1 hour)

Other business-related meeting

Please specify in Notes what you’d like to discuss, and choose Jesica on the next screen.

(30 minutes)