Book an appointment with Stephen Lee, CPA, CPWA

Step 1 of 5
Basic Qualification

Let’s see if this is a fit.

This short application helps us determine whether our tax planning process is a strong fit before the next step.
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Please select your specialty.
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Current Setup

Tell us about your current tax setup.

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Pain & Opportunity

Where do you feel the biggest gap is right now?

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Readiness & Fit

Let’s confirm fit before the next step.

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Contact Information

Final step.

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Appointment Questionnaire (The Locum CPA)

Pricing tiers are listed below this form.

The Locum CPA Service Tiers

Core

Locum Business Tax Return
Personal Income Tax Return
Unlimited Email Communications
1 client meeting per year
Estimated Taxes calculated annually

$750/month*

Select

Strategic Tax Audit and Plan
Locum Business Tax Return
Personal Income Tax Return
Unlimited Email Communications
Quarterly Client Meetings
Estimated Taxes Calculated Quarterly

$1500/month*

Premium

Strategic Tax Audit and Plan
Locum Business Tax Return
Personal Income Tax Return
Unlimited Email Communications
Unlimited Client Meetings
Estimated Taxes Calculated Quarterly
Estimated Tax Submission
Personal Tax Transcript Monitoring
Government Correspondence
Audit Protection

$3000/month*

*Pricing for locum services are dependent on the specific specialty and the nature of services requested. Rates may vary based on factors such as the duration of the engagement and any additional requirements. For an accurate quote, please schedule a meeting.

Full Comparison

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