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.

Quantity:

Free Consultation with New Client

30 minutes

CFO Consultation

1 hour

Tax Planning Consultation

1 hour

Business Consultation

1 hour

1. Tax Preparation - VIRTUAL APPOINTMENT

Tax Interview- Meet to go over your documents before tax preparation

30 minutes

We prefer that you drop off, mail in or upload your documents through our ShareFile system for Josh Rahn, CPA, to review and complete your tax return. As an alternative, you can schedule an interview to discuss your tax documents before tax preparation.

Meet with Josh Rahn, CPA to review individual return and sign paperwork

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 Josh Rahn, CPA to go over your documents before tax preparation

30 minutes

We prefer that you drop off, mail in or upload your documents through our ShareFile system for Josh Rahn, CPA, to review and complete your tax return. As an alternative, you can schedule a time to review your tax documents before tax preparation.

Meet with Josh Rahn, CPA to review and sign business and/or personal returns

30 minutes

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

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