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Get Scheduled

Our onboarding questionnaires and checklists ensure that you are prepared with all the necessary materials prior to your curbside, in-person or virtual appointment. Simply visit the quick links below:

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DISCOVERY CALL

Lets get down to it – the bottom line. It should reflect your profits, not your accounting pains. At DTCG, we help it do just that. 

Well start with a simple, free call where we will: 
- Learn more about you and your business 
- Discuss the frustrations and challenges you face Share information about our simple, flat rate accounting memberships 
- Offer general ideas on how DTCG can help simplify your processes and help you finally understand your numbers!

Price:

$100

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REVIEW RETURN (REMOTELY)

We want to take the time to review the numbers on your return that will give you insight on why do you the balance due or refund. If something seems to be missing or you just want to double check the return, this is your time to do so!

The review of the return will be conducted by one of our Accountants who is well qualified to go over the return with you in detail.

Price:

FREE

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1-HOUR CONSULTATION

We are happy to answer all your regarding business start-up questions, bookkeeping, accounting, tax planning, growing pains of business, get to know you and your objectives, and inform you of any tax consequences that you may incur because of your entity structure. 

Our goal is to ensure you understand your business structure and on the right path. We provide you with advice on daily tax concerns. Our professionals with rich experiences and great expertise will support your corporate management. 

This service includes a client who received an audit, notice, or letter from the Internal Revenue Service or State Department of Revenue regarding a tax audit, correction of return, etc. 

If you need help deciphering what they are asking you, then this service is for you.

Price:

$250

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PICK UP/DROP OFF DOCUMENTS

Select this service option to ensure someone will be at the office ready to copy and/or scan your tax documents to prepare for tax preparation and e-filing.

Please keep in mind all finalizing of tax returns will be handled virtually.

Price:

FREE

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REVIEW RETURN IN PERSON

We want to take the time to review the numbers on your return that will give you insight on why do you the balance due or refund. If something seems to be missing or you just want to double check the return, this is your time to do so!

The review of the return will be conducted by one of our Accountants who is well qualified to go over the return with you in detail.

Price:

FREE

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ACCOUNTANT CHECKUP

We always recommend for clients to check in with us throughout the year. 

DO NOT wait until tax season to check in with us and get your affairs in order. 

Its important to revisit your tax withholding and deductions, especially if major changes in your life this year.  

Even if you did an Accountant Checkup last year, you should do it again to account for tax differences or life changes. 

Price:

$100

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QUICK QUESTION

If you are currently monthly investment client then we want to service as quick as possible with your quick 1-2 questions. Let us know what you need us to answer.

(This is for our monthly and quarterly clients only. If you book this appointment and you are not a current monthly or quarterly client your appointment will be cancelled)

Price:

FREE

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CURBSIDE TAX PREPARATION

With COVID-19 not going anywhere any time soon, we are forced to roll with the punches and continue to operate in a COVID friendly manner. Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program there's no substitute for the assistance of an experienced tax professional.

If you're used to coming into the office and do not want to upload your documents using our interactive questionnaire for remote/virtual appointments, this is what you'll need to schedule.
• Once you schedule your appointment, you'll receive an email with a link to our
questionnaire - it's the same questionnaire you'd complete in office.
• Go ahead and gather your documents - the questionnaire gives you a good idea of what you'd need to have. Please print them out in advance.
• At the time of your appointment, park in our parking lot and call us to let us
know youre here
• We will come outside and pick up all of your documents. We will prepare your taxes while you wait.
• We will call you once we are ready to review (we may have additional
questions).
• Once complete, we will bring your tax return along with signature documents to you to sign along with your original documents.
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If you are filing as Head of Household or claiming dependents, the IRS requires additional due diligence by tax professionals. Please bring the following to your appointment even if you're an existing client:
• Dependent birth certificates
• Social security cards for dependents
• Proof that they lived with you for the year (report cards that show address and name, doctor records, childcare records, etc.)
• Rent receipts, mortgage interest statement or a utility bill

Price:

VARIES