What the hour is for.
Bring one month. The trust statement, the balance sheet, and the matter detail are enough. If one of them will not print, bring that fact. We will not spend the hour on a tour of the software.
Form 4868 on this page is an extension application. It is a reminder that a date can move and the books still have to be true. The hour itself is the trust bank, not the extension.
A partner and the person who can open the file are enough. If you are both, say so when you book. Amounts can stay covered. Account names should not.
What we will say, and what we will not start.
The hour looks at one month of the trust bank beside the liability. If those totals already agree, we say so and we stop. A written scope, with the months and the fee named, is the only thing that starts the work.
We will not move a deposit during the hour and leave the filed year unnamed. We will not call a parent account finished while open matters have no lines. We will not treat a software post as the notice a state expects when a trust account closes.
The frame below does not load with the page. Use the button, or move until the frame is in view after you have started, and the calendar appears. A browser that blocks scripts can still reach the hour through the link under the empty frame.
If you would rather write first.
The form on the other pages takes a name, a way to reach you, and one line about the account. You can send that and pick a time later. An hour on the calendar is not a quote, and this booking page does not print one.
Intuit owns the QuickBooks name. This site is unaffiliated with Intuit. The practice that answers the phone is the practice that will be on the call.
Take the time you can actually keep. A rushed hour with no statement is a shorter version of the same problem.