Client Scheduling — SMB CPA Group, PC
Prospective Clients

Discover What's
Possible.

We work with entrepreneurs, operators, and growing businesses that need more than a once-a-year tax preparer.

  • Reliable, Responsive Service — Year-round availability and proactive outreach — not just tax season.
  • Flexible Engagements — Compliance only, monthly services, or full advisory at transparent flat fees. No hourly surprises.
  • Business-Minded CPAs — Entrepreneurial culture, owner mindset. We understand the risk and ambition behind building something.
  • Deep Technical Experience — Industry focus with multi-entity expertise across S-Corps, LLCs, partnerships, and complex structures.
  • Modern, Process-Driven Practice — Paperless workflows, secure client portal, and practical advice you can actually use.
Access Inquiry Calendar →
General Scheduling

Schedule
a Call.

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

  • Discuss general questions regarding your tax return
  • Document requests, client portal, and administrative matters
  • Account and billing inquiries
  • Onboarding questions
  • Optional paid consultations for more complex matters
Access General Calendar →
Priority Client Services

Your Advisor.
Year-Round.

VIP clients receive priority access to dedicated sessions built around your business, your numbers, and your goals.

  • Quarterly Strategic Check-In — Review YTD position and align on the next 90 days.
  • Tax Return Review — Walk through your return before filing. No surprises.
  • Tax Plan Review — Payments, entity structure, transactions, and year-end strategy.
  • Cash Flow & Business Updates — Connect what is happening in your business to your tax position.
  • Priority Service — Direct access, faster turnaround, proactive relationship.
VIP Client Access — Enter your last name