Baer Accounting & Finances

A brief and complimentary consultation to address any inquiries you may have regarding the services and their comprehensive details.

This is for individual customers (non-business).

This meeting focuses solely on financial advisory matters (excluding financial planning) and/or addressing requirements for bill budgeting, including setup considerations.

*Please be aware this is a prepaid appointment at a $50 hourly rate. There is a 50% charge for the first hour for no-shows.

This appointment is dedicated to answering your specific tax-related questions. We’ll provide guidance on understanding tax concepts, clarifying rules and regulations, and addressing any concerns you may have about your tax situation. Please note that this meeting does not include tax preparation or filing services. For assistance with preparing your tax return, please schedule a separate appointment. We look forward to helping you with your tax inquiries!

This meeting is intended to discuss your financial objectives, allowing us to collaboratively devise a strategy to help you achieve them.

*Please be aware this is a prepaid appointment at a $75 hourly rate. There is a 50% charge for the first hour for no-shows.