Shanikwa's (S. Davis) Calendar

** DUE TO COVID 19, ALL IN PERSON MEETINGS MUST BE ON THE PHONE OR VIRTUALLY**

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

Duration: 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

Duration: 45 minutes

Documentation Review

Documentation Review:

Signature Authorizations. Document drop off/pick up.

Appointment subject to approval

Duration: 15 minutes

Tax Consultation - via phone

Tax Consultation - via phone:

Over the phone tax or resolution consultation.

Duration: 30 minutes

Price: $ 85.00

Tax Consultation/Tax Planning - (Virtual meeting)

Tax Consultation/Tax Planning - (Virtual meeting):

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

$100 of your fee may be applied to the respective service (representation).

In person consultation meeting are on hold during the health crisis.
Our address is still:
500 Victory Road Suite 400
Quincy, MA 02171
(Marina Bay)

Duration: 1 hour and 15 minutes

Price: $ 235.00

Engagement Meeting - Initial Meeting

Engagement Meeting - Initial Meeting:

Per signed engagement - schedule respective meeting as discussed.

Duration: 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)

Duration: 45 minutes

Price: $ 350.00

Follow Up (Phone) Meeting

Follow Up (Phone) Meeting:

Per previous conversation with S. Davis, CPA EA

Subject to approval*

Duration: 30 minutes

Instructor Meeting

Instructor Meeting:

Duration: 30 minutes

Initial Tax Planning Discussion - via Phone

Initial Tax Planning Discussion - via Phone:

Detailed discussion regarding tax projection or prospective tax position.

Over the phone

Duration: 45 minutes

Price: $ 175.00

Lunch/Coffee Meeting

Lunch/Coffee Meeting:

Duration: 1 hour and 30 minutes

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