Shanikwa's (S. Davis) Calendar

During Tax Season all (in person) appointments are at our Quincy office:

500 Victory Road, Suite 400
Quincy (Marina Bay), MA 02171
781.930.3160

We are taking appointments on Sundays between 1pm and 6pm.

We look forward to resolving your tax concerns.

Once you have made your appointment selection, you will receive a confirmation notification (via email and text/sms) with date and time.

If you need to cancel, please do so at least 24 hours prior. You may contact us at 508.203.1676.

Please note a payment may be required at/before your appointment depending on the services you may need.

Select the appropriate appointment type:

Existing Client - Tax Return Preparation

Existing Client - Tax Return Preparation:

Document drop off/pick up and tax information discussion. Signature Authorizations.

Return(s) will not be prepared during meeting

(30 minutes)

New Client - Tax Return Preparation

New Client - Tax Return Preparation:

Tax documents drop off and information discussion. Tax return(s) are not prepared during meeting.

Appointment subject to approval

(45 minutes)

Documentation Review

Documentation Review:

Signature Authorizations. Document drop off/pick up.

Appointment subject to approval

(15 minutes)

Tax Consultation - via phone

Tax Consultation - via phone:

Over the phone tax or resolution consultation.

(30 minutes)
$ 85.00

Tax Consultation - (in person meeting)

Tax Consultation - (in person meeting):

Tax or resolution consultation office meeting and/or
tax estimates/projections or income analysis

$100 of your fee will be applied to respective service.

In person consultation meeting
500 Victory Road Suite 400
Quincy, MA 02171
(Marina Bay)

(1 hour)
$ 235.00

Engagement Meeting - Initial Meeting

Engagement Meeting - Initial Meeting:

Per signed engagement - schedule respective meeting as discussed.

(45 minutes)

Bookkeeping Consult

Bookkeeping Consult:

In office bookkeeping meeting | tax planning consult
(payment due on receipt or appointment can not be held)

$100 is applied toward service. (if we proceed with bookkeeping engagement)

(45 minutes)
$ 350.00

Follow Up (Phone) Meeting

Follow Up (Phone) Meeting:

Per previous conversation with S. Davis, CPA EA

Subject to approval*

(30 minutes)

Instructor Meeting

Tax Planning - via Phone

Tax Planning - via Phone:

Detailed discussion regarding tax projection or prospective tax position.

Over the phone

(1 hour and 15 minutes)
$ 175.00

Lunch Meeting

Lunch Meeting:

(1 hour and 30 minutes)