Milestone Accounting and Tax, LLC

Andrea Morales BSA, EA

Virtual Services Only

Phone: 602-618-1359

Please see scheduling page to make an appointment, email, text, or call.

Meeting to setup Quickbooks Online

Requirements:

Bank account login information
Business Information- EIN, Address, credit card to activate subscription to Quickbooks
Details of any expenses that are not recorded through the bank account

Appointment to complete a notary signature.

Introduction call, will discuss tax situation and needs, will come up with a plan for services. No work will be performed.

Discuss bookkeeping needs, goals, and processes. A quote for services and engagement letter.

Appointment to complete or review tax return

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