Preparing for your first session?:
Will this be your first visit with our accounting staff or CPA? Be fully prepared by reviewing the following document.
Finances for the Future
Do you have plans for the near and/or far future? Now is the time to grab the reigns.
Whether you are just starting out or ready to soon retire. We can help you simplify your plans and create a sustainable solution for your time.
Retirement and Investments:
Investing for your future? Dabbling with day trading? Setting up a Roth IRA? We can guide you toward worthwhile investments that can be cost beneficial in the long run. Did you know that buying and selling stocks for only a small gain could cost you more in the end?
Set up an appointment today to gain a better understanding of when and how to invest.
Are you thinking of initiating a Family or Land Trust? A beneficiary of that Trust? We can help you understand and simplify the taxes of Trusts and set you up for Success.
Big Gifts and Donations:
Looking into buying a new house or property? Selling your home? We can give guidance on potential tax implications to prevent you from being in a financial bind.
Receiving a large gift from Grandma? Hoping to give your nephew your old car? We can help you figure out the value of that gift and what tax implications you have find.
We provide Services for All States:
No matter where you're physically located, we are able to serve your needs. Michael J. Kimble, P.C. provides personal business, and tax planning and preparation services for clients from all over the U.S.
Are you looking for a new tax preparer, bookkeeper or CPA? Call us for your FREE initial visit and cost estimation. Whether you are catching up on back taxes or starting a new business, we are here to help.
Initial consultations are scheduled for 15 minutes, either digitally (Zoom/BigBlueButton) or over the phone. Be sure to come prepared by bringing as much information as you can (see our download documents to the left for more information).
When Booking your FREE, first time session on line, choose either “FREE Digital Meeting” or “FREE Phone Meeting.”
Review sessions with our CPA are available virtually via Zoom/BigBlueButton or via phone. Each 30 minute session is scheduled at $75. In order to make the most your appointment, be sure to send any information before your review session.
Are you wondering if 30 minutes will be sufficient time? Here are a few examples of services generally provided with the 30-minute visit:
1.) Initiating payroll services (i.e. collecting employee information).
2.) Guidance on a Roth IRA/IRA
3.) Stock Investment Consultation
4.) Directions on big purchases/sales
When Booking a 30-minute session online, choose “30 Minute Digital Review” or “30 Minute Phone Review.”
Our 1-hour session will usually occur in the most convenient manner for you whether it is in-person, digitally (via Zoom/BigBlueButton) or over the phone. Each hour session is scheduled at $150. In order to make the most of your time, be sure to send all requested or pertinent information at least 48 hours in advance.
Here are a few examples of what we can usually service in an hour.
1.) Retirement planning
2.) Family or Land Trust start up
3.) Tax returns (processed while you wait)
4.) Business Formations
When Booking the 1 Hour session online, choose “1 Hour In-Person Consultation,” “1 Hour Digital Consultation” or “1 Hour Phone Consultation”.
Fortunately, most items can be addressed in an hour. But there are times when greater detail is required. Extended Consultation Sessions are scheduled at $150/hour and may be scheduled for upto four (4) hours. These sessions are usually conducted in-person, but it is possible to do so digitally (by specific request).
If you believe that you require a session greater than 1 hour, please be sure to contact our office PRIOR to scheduling online. If it is determined that a lengthier time is required, our office will schedule the appointment on your behalf. Payment for services may be paid on the day of the appointment.