We love serving our clients through scheduled appointments.
You will be prompted to select options that best fit your situation. This will allow us dedicated time for you to work with a member of our team, skilled in your specific needs.
If looking to book a new appointment choose yes to be directed to our calendars.
If you are following up from a recent appointment or conversation, please select the second option. You will be prompted to complete a follow-up form and we will reach out to you.
Not sure which appointment to book?
Schedule a DISCOVERY CALL. Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know you and figure out how we can best meet your needs.
Great! We love working with personal taxes. Use the calendar below to schedule your appointment...
After you have completed booking your appointment you can close this browser window.
Sole-proprietorships are the heart beat of small business! Did you know that they make up almost 3/4 of all businesses in the United States.
Great, you have a partnership or S-corporation. Use the below calendar to schedule your appointment with us for this type of business entity...
James Family Tax can provide you with peace of mind and confidence with our business entity and formation services. Decide to start your business or take your existing business to the next level by establishing a limited liability company or incorporating.
We are accepting new clients and look forward to a conversation! Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know you and figure out how we can best meet your needs.
*This appointment is for new clients looking for general information. If you are ready to book a tax appointment, refresh this browser to be directed back to the scheduling options.
Lets get ahead of those quarterly taxes. Use this calendar to schedule a review of your tax liability...
*To serve our clients who may not find an appointment time due to limited availability, we offer a free Quarterly Review group session as an option.
Tax planning, strategy or resolution services are based on your specific circumstances. This 15-minute initial session will be used to determine some fundamental next steps and how we might best work together.
To start this conversation, schedule a "Tax Planning Discovery Call".
For bookkeeping requests, please complete the form below. Our team receives these requests and will respond with next steps as soon as possible, Typically 1-3 business days.
If this is an urgent matter, please indicate below and provide as much detail as possible.
After you have completed this form, you can close this browser window.
We are accepting new bookkeeping clients and look forward to a conversation! Discovery calls are held virtually through zoom and last about 15 minutes. We will use this dedicated time to get to know you and figure out how we can best meet your needs.
If you were not able to find an appointment calendar that best meets your needs, please fill out the form below and a member of the James Family Tax Team will reach out to as soon as possible. Typically, between 1-3 business days.
For follow-up requests, please complete the form below. Our team receives these requests and will respond with next steps as soon as possible, Typically 1-3 business days.