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 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.
CharlieMarie@hansentaxandaccounting.com
Please do not include Social Security Numbers or sensitive documents in this form
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