Choose the Appointment That Fits
Select the option that best matches your situation. Calendly event links will be finalized and integrated here once provided.
Discovery Call
For prospective clientsUnderstand your needs, determine fit, and discuss next steps. No individualized tax, accounting, or financial advice.
Professional Consultation
For individualized guidanceIndividualized guidance on a specific tax, accounting, or business financial matter. Separate from the complimentary Discovery Call.
Tax Resolution Consultation
For IRS / state tax mattersDiscuss an IRS or state tax notice, prior-year filings, or unresolved tax issue and determine appropriate next steps.
Notary Appointment
In-person or mobileGeneral document notarizations, acknowledgments, jurats, and affidavits. Separate in-person and mobile event types available. Remote online notary coming soon.
Existing Client Meeting
For current clientsExisting clients can schedule follow-up meetings through this pathway. A future client portal will streamline access.
MyAcadia uses Calendly for scheduling. Finalized event links will be integrated here once provided. In the meantime, submit a consultation request through our contact form or call us directly.
Prefer to talk first?
Call us and we'll help you determine the right appointment type.