Virtual Tax Consultation

**This appointment is virtual through Google Meet.** You will speak with one of our tax professionals to go over your profile and provide the pricing based on our assessment. **Make sure to have a Gmail account active prior to appointment in order to conduct the call successfully. **Google meet works with active Gmail accounts.****

In office Tax Appointment

This appointment is at our physical Philadelphia location. **If you are a new client, You must schedule a 15 minute phone call prior** to booking this appointment and speak with one of our team members to assess what you need assistance with, discuss the pricing and what to bring with you before coming in for your appointment. **New clients-** If your 15 min. scheduled call has not been done prior to appointment your booking will be cancelled. P: (267) 792-0186 A: 3877 Dungan Street Phila, PA 19124

Bookkeeping Services Interest Call

**This will be a Google Meet appointment.** Bookkeeping services are the unsung heroes of financial management, playing a crucial role in the success of businesses, organizations, and individuals alike. They are the backbone of financial stability, ensuring that financial records are accurate, up-to-date, and compliant with regulations. Outsourcing bookkeeping services can save businesses and individuals significant time and stress. Our professionals are well-versed in financial regulations and practices, allowing you to focus on your core activities while having peace of mind that your finances are in capable hands. On this consultation we will get to know your business, figure out which Jack Books plan fits best and go over the next steps with you to begin.

Payroll Service Interest Phone Call

**This is a FREE 30 minute phone call** to go over the information about our payroll services we provide and pricing and walk you through the next steps. **This is a phone call appointment**

Tax planning Tax Strategies and Business Planning Pre Assessment Phone Call

**This is a FREE 20 minute phone consultation** to assess your situation about your tax planning, tax strategy and business questions you may have. **This is a 20 minute discovery phone call. We will not answer question that require details on this call.** If you need more detail answers to your questions we will walk you through the next steps to setup a Business and Financial Meeting. **One Free call per client/business - Per calendar year. Repeat bookings will be cancelled.**

1099 NEC Form Filing

With this appointment you will supply us with the completed W9 forms you have for any contractors that you paid more than $600 during the tax year. We will file all information to the IRS and state (if applicable). We will submit the information to the IRS electronically and supply the contractor with an electronic copy via email. We will also supply you the employer copies as well for your files. Once we assess what you need we will send you over an invoice for payment prior to start of services. ****$ price is per form****

Various Form Filing Assistance

We will assist with the preparation and filing of any federal, state and business forms you may have. We will go over in detail what you need and provide you with the next steps. We will send you over an invoice to make payment prior to start of services. ** If you need an Amendment done, schedule a Virtual tax appointment. ****Form preparation and filing starts at $50.00 , pricing depends on services needed**

Sales Tax Filing

**This is a FREE 30 minute discovery phone call** to discuss your needs pertaining to your sales tax and filing. Once we gather the information we need we will go over the pricing and send you over a invoice for payment to proceed to the next steps. **This appointment is conducted on a phone call**

Business and Financial Meeting

This scheduling of appointment is for clients wanting more information about Business structure, Tax planning, Tax strategies and case specific answers to your business needs. During our meeting we will be breaking down each pain point you have and provide you with a drawn up game plan and resource list we have to assist you. Once the appointment is scheduled, our office will send over an invoice and organizer to your email to complete before the call. **If the invoice is not paid 24 hours prior to your appointment, the call will be cancelled.**