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

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)