Bookkeeping Consultation
Discuss and better understand the business bookkeeping needs and how we can best exceed the business expectations. *Consultation fee deducted from set-up fee.One on One
Client follow-up to discuss services needed and how we can assist with reaching your financial goals.Tax Preparation Consultation - Individual
A video or phone consultation to discuss how our tax services can best service you.Tax Preparation Consultation - Sole Proprietorship
A video or phone consultation to discuss how our tax services can best service you and your business. *Consultation fee deducted from preparation fee.Tax Preparation Consultation - S Corporation
A video or phone consultation to discuss how our tax services can best serve your S Corporation.Tax Preparation Consultation - Partnership/Corporations/ S Corporations
A video or phone consultation to discuss how our tax services can best serve your business.Tax Return Review
This appointment is for clients who have had their tax return prepared by Cavalier Wealth Management, to review the tax return with your tax professional and provide an electronic signature for e-filing.