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Waddy Tax & Accounting Services
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  • 0
    • Home
    • Account
      • Portal
    • Our Services
      • Tax Preparation
      • Non Profit Packages
      • Bookkeeping Services
      • IRS & State Letters
      • Appointments
  • Sign in
  • Contact Us

Choose your appointment

Amber Waddy
Getting To Know You
Online
Eric Waddy
General Inquiry
https://us02web.zoom.us/j/4109292339?pwd=N2NMbjFDVFlmM2tUdnBpOElYdHVEZz09

Detailed conversation with Eric about an inquiry or request. (Initial or follow-up)

You must provide the purpose of the meeting in the not section. (This is not for discussing tax returns.)

Eric Waddy
Onboarding Meeting
https://us02web.zoom.us/j/4109292339?pwd=N2NMbjFDVFlmM2tUdnBpOElYdHVEZz09

Brief onboarding conversation to discuss:

  • Our Responsibilities
  • Your Responsibilities
  • Timeline for Onboarding & Transitions

Please send any questions in advance.

We look forward to working with you!

Quick Fix Session
Online
What's Covered in a Quick Fix Session?

Fast, Clear Tax Solutions – Simplified for You

Solve your pressing tax or financial concerns in just 15 minutes with Taxsurety’s expert Quick Fix Session. Perfect for those who need quick, actionable advice to stay on track and reduce stress.

   Duration: 15 Minutes
   Cost:  $250.00

Ideal for:

  • Entrepreneurs seeking clarity on deductions or quarterly tax payments
  • Small business owners needing a fast consultation to avoid tax penalties
  • High-net-worth individuals with quick compliance inquiries​


Business Advisory
Online
What's Covered in a Deep Dive Session?

Fast, clear tax solutions to simplify and reduce stress!

Taxsurety’s Quick Fix Sessions are your fast track to expert tax and financial advice.  In no time, our seasoned professionals tackle your urgent questions, providing clear and actionable solutions with speed and precision.

   Duration:  60 Minutes
   Cost:  $1,000.00 per session

Ideal for:

  • Individuals with tax questions
  • Small Business owners needing clarity
  • Entrepreneurs on tight deadlines
Power Chat
Online
What's Covered in a Power Chat Session?

Strategic Insights to Elevate Your Finances

In less than a hour, gain actionable financial insights and expert guidance tailored to your unique needs. Taxsurety's Power Chat is your fast track to smarter tax strategies, better financial decisions, and long-term success.

   Duration: 30 Minutes
   Cost:  $500.00

Ideal for:

  • Business owners seeking practical tax-saving strategies
  • High-net-worth individuals optimizing complex financial portfolios
  • Entrepreneurs navigating growth and planning for scalability
  • Professionals making career moves with tax implication​s​

​

Deep Dive Session
Online
What's Covered in a Deep Dive Session?

Discover Comprehensive Strategies for Success

Uncover detailed insights and actionable strategies tailored to your unique financial or business challenges. With a focus on in-depth analysis and personalized guidance, this 60-minute session empowers you to map a clear path toward achieving your goals.

   Duration: 60 Minutes
   Cost:  $1,000.00

Ideal for:

  • Business owners seeking practical tax-saving strategies
  • High-net-worth individuals optimizing complex financial portfolios
  • Entrepreneurs navigating growth and planning for scalability
  • Professionals making career moves with tax implication​s​

​

Meet the Team
Online
Eric Waddy
Tax Advisory Meeting
https://us02web.zoom.us/j/4109292339?pwd=N2NMbjFDVFlmM2tUdnBpOElYdHVEZz09

Detailed conversation with Eric about lowering your taxes through tax planning (Initial or follow-up).


This is not a recurring meeting.

Eric Waddy
15 Minute Quick Chat
https://us02web.zoom.us/j/4109292339?pwd=N2NMbjFDVFlmM2tUdnBpOElYdHVEZz09

Brief conversation regarding tax or financial matters such as:

  • Current status of request or inquiry
  • Results for your tax return
  • New client introduction


Eric Waddy
Income Tax Preparation
https://us02web.zoom.us/j/4109292339?pwd=N2NMbjFDVFlmM2tUdnBpOElYdHVEZz09

Review and finalize your tax return with Eric.

What to Expect:

  • During this appointment, you'll review the final details of your tax return with Eric. (Initial or follow-up)
  • Remember, your tax return can be completed during this appointment but you'll need to submit all your tax documents prior to the appointment.

What Happens Next?

  • You'll receive a separate email from our office detailing what information we'll need in preparation of your appointment and the date you must submit them by.
  • This will consist of tax documents from that tax period. If you're a new client, we'll need to see the last tax return you filed.
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About us

Taxsurety is here to help your business grow using our extensive financial and tax knowledge and professional advice. If you have a business or are an athlete looking to take your brand to the next level, Taxsurety can help. Our team of professionals has the tools, talent, and knowledge to ensure your brand and business succeed on every level for years to come.

Connect with us
  • Contact us
  • info@taxsurety.com
  • +1 (410) 298-0300
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