Schedule Appointment with SecurEdge Tax Strategies

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Thank you for choosing SecurEdge Tax Strategies!

Below is a list of services available for appointment. Please choose the service you would like, the consultant, the date and time. If you have any questions or are having trouble setting up an appointment, please feel free to contact us by email or phone.

Free Consultation with New Client

30 minutes

Tax Planning Consultation

1 hour

Business Consultation

1 hour

1. Tax Preparation - VIRTUAL APPOINTMENT

Meet with Becky Smith to go over your documents before tax preparation

30 minutes

We prefer that you drop off, mail in or upload your documents through our client portal so we can review and complete your tax return. As an alternative, you can schedule a time to review your tax documents before tax preparation.

Meet with Marilyn Hochstetler to review individual return

30 minutes

Intended as a post tax return opportunity to ask any additional questions and sign all paperwork.

2. Tax Preparation - In Office Meeting

Meet with Becky Smith to go over your documents before tax preparation.

30 minutes

Meet with Marilyn Hochstetler to review business and/or personal returns

30 minutes

Intended as a post return opportunity to review returns and ask additional questions.

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