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Phyllis Krieger

15 Minute Tax Meeting

Book a meeting with me for 15 minutes! Drop off taxes with some quick questions.

30 Minute Tax Meeting

Need to drop your taxes off with questions? Schedule a 30 minute meeting with me.

60 Minute Tax Meeting

Need time to discuss your business and taxes? Schedule a 60 Minute meeting with me. (charges may apply)

30 Minute FREE Virtual Consultation

I look forward to meeting with you and seeing how I can help you have a more secure financial future.

Budget Check-up

I will look over your budget to see if you are on track, ways you can save more and answer any questions you may have.

One Hour Virtual Follow-up Coaching Session

Please have any new financial records, updates and changes and any other pertinent information available. Looking forward to meeting with you. (session must be paid in advance)

Two Hour Virtual Coaching Session

Please bring your financial records, your current budget, your hopes and dreams and any other pertinent information. If I dont already have it, please make sure you sent me your Assessment form before we meet. Can be virtual or in person. Looking forward to meeting with you. (session must be paid in advance)
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