Schedule an Appointment
Our goal is to be Proactive and Responsive to our clients needs. Effective communication allows us to be more responsive to all our clients while addressing your specific needs in a more timely and effective manner. The following links are specifically designed to enable us to work more effectively together. Thank You for taking the initiative to making our professional relationship a success!
Complimentary Phone Appointment
For existing and prospective clients only
Brief Phone Appointment - (Complimentary)
Avoid Telephone Tag -- Schedule a brief call at a time that is convenient for you.
Please provide details about your specific request so we can be better prepared to respond to you in one call!
Client Review - Tax Returns
New and Existing Clients may schedule (or reschedule) their Tax Review Appointment directly on our calendar using this link.
Annual Tax Appointment - Finalize Your Tax Return
Schedule (or Reschedule)
Your Tax Appointment
Please keep in mind:
- Tax organizer and all Important Tax Documents should be submitted at least 7 business days prior to your scheduled appointment.
- Between January 20th and April 20th the calendar is very full. If you need to cancel your scheduled appointment please notify Michael at least 48 hours in advance so we can invite someone off the waiting list. If you would like to be placed on the waiting list, please email Krystal (Krystal@cnbllp.com) directly.
Emergency Tax Relief
Bank Levy, Tax Lien, Wage Garnishment Order, Audit Notice
Schedule EMERGENCY Help
If you have tax problems with the IRS or the CA/FTB that require immediate relief, use this link to book a complimentary 30 Minute Emergency Tax Relief Call to Explore your Options. Know someone with Tax Problems -- Refer them to Us
Tax Consultation - Telephonic
Do you have a tax issue that needs to be discussed in more detail?
Consultation - Minimum Fee $595.00
Schedule a Consultation.