Client Scheduling – SMB CPA Group

Prospective Clients

Discover what’s possible.

Scope and Mutual Fit Assessment

Schedule a Scope and Mutual Fit Assessment call to determine if our firm is the right fit for your business.

  • Three engagement levels – TCLP, TCSP, CSOW
  • Scope-based planning, agreed up front – no hourly surprises
  • Year-round access and responsive service
  • Business-focused, entrepreneurial CPAs
  • Industry focus and process-oriented practice
  • Practical, insightful advice you can act on
Scope and Mutual Fit Assessment →

Existing Clients – TCLP

TCLP Clients.

Tax Compliance and Light Planning (TCLP)

Available to all current clients. Select a time and we will connect to address your questions.

  • Two 30-minute planning conversations per year – general opportunities
  • General questions regarding your tax return
  • Document requests, client portal, and admin matters
  • Account and billing inquiries
  • Onboarding questions
  • Optional paid consultations for complex matters
Access General Calendar →

Existing Clients – TCSP

TCSP Clients.

Tax Compliance, Strategy, and Planning (TCSP)

TCSP clients receive dedicated sessions built around your business, your numbers, and your goals.

  • Priority service – direct access and faster turnaround
  • Quarterly strategic check-in – YTD review and interim coordination
  • Tax plan review – payments, structure, and year-end strategy
  • Tax return review – walk through your return before filing
  • Cash flow and business updates