Schedule Your Consultation

Schedule your personalized tax or bookkeeping consultation today.

What to Expect During Your Consultation

During your consultation, we will:

  • Review your current tax situation

  • Discuss any concerns or questions you have

  • Identify what filings or support may be needed

  • Explain next steps clearly and realistically

  • Determine whether our services are a good fit

There is no pressure or obligation to proceed.

A friendly accountant sitting at a desk, calmly reviewing paperwork with a client in a cozy office setting.
A friendly accountant sitting at a desk, calmly reviewing paperwork with a client in a cozy office setting.

A consultation is a good fit if you:

  • Need individual or small business tax preparation

  • Are unsure about your tax compliance

  • Have received an IRS notice

  • Are behind on filing and need guidance

  • Want clear, professional advice before moving forward

Who This Consultation Is For

How to Prepare

To get the most out of your consultation:

  • Have a general idea of your tax situation

  • Gather any IRS notices or recent tax documents (if available)

  • Write down any questions or concerns you want addressed

You do not need to have everything organized before scheduling.

Book an Appointment

Have questions or need help? Reach out to us for friendly, clear support.

Email

CharlieMarie@hansentaxandaccounting.com

Please do not include Social Security Numbers or sensitive documents in this form

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