By choosing this service we will send a link for our secure server. We most likely will send the link  before the time scheduled to you may begin the process of uploading your documents. No special equipment needed beyond a smartphone.  Once the documents are loaded we will get started with preparing your return. No need to tell us you uploaded documents the system takes care of that.Offering affordable tax preparation and bookkeeping services. Over 50 years combined tax knowledge. Now offering no contact services. Either through electronic drop off, mailing documents, or curbside drop-off. Interviews via video call, phone, instant messaging or email. Many options available! New clients can expect to pay HALF of what they paid their tax professional last year $100 minimum. See www.numberwisetax.com for additional offers and information.

This service is for any client wishing to video conference.  Our offices prefer to use Zoom but we will gladly work on any platform that both parties can agree to use.  Zoom works best if we need to screen share your tax return. Typically, we would do that if you wished for us to explain the results with you. However you are always welcome to go over them yourself when you sign them. Our offices will send you a Zoom link for your meeting.  All meetings will be scheduled in CENTRAL time.

This service is for clients wishing to schedule curbside pick-up or drop-off services. A member of staff will be available to meet you in front offices to grab your paperwork, or return your paperwork to you.  If you are selecting this service and are hoping to pick up your completed return the same day, please make a pick-up appointment AT LEAST one hour later.  For those wishing to loosen the constraints of their time we do have a document collection area in the hall where documents can be dropped or picked up at you convenience Mon-Fri 7:45am to 5pm.

Select this option if working in the kitchen or maintenance was NOT your first choice of positions you are applying for.

This meeting is to begin the process for the Certificate of Appointment application. We will review the process and documents required in order to prepare a successful application.

Coffee, lunch, volunteering, or just getting to know eachother!

For various appointments such as: Tax Return review, Professional Executor follow up appointments etc.

Speaking Engagements, Panelist, Instructor, Keynote

Our airline cabin preference metaphor is a way of understanding your travel priorities. Set an appointment for your complimentary initial consultation.  This lets us understand your unique travel style and preferences.  During this initial consultation, your Travel Advisor will advise what professional fees would apply and the amount.  You decide if you want to move forward.  Please see The Way We Work for more details.If you are new to MGA Travel, please complete this intake form.  Your initial consultation is free. Thank you!

Business Class equates to Luxury and High End Travel. Luxury, to us,  simply means to prioritize value and unique experiences over price alone.   Set an appointment for your complimentary initial consultation.  This lets us understand your unique travel style and preferences.  During this initial consultation, your Travel Advisor will advise what professional fees would apply and the amount.  You decide if you want to move forward.  Please see The Way We Work for more details.If you are new to MGA Travel, please complete this intake form.  Your initial consultation is free. Thank you!

Here's your chance to impress us! Together we will see if we are a fit!

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Use this to request a time to meet with me if you are already an Agent. This is for training on products and such.

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Use this service if you are scheduling an interview to be a guest on HeartShift Radio or the High Vibe Tribe podcast.

All prospective mentors interview with the SAYes after they have submitted an application form. The purpose of the interview is to clarify if mentoring with SAYes will be an effective and rewarding way for you to do social change. Please note, interviews are by invitation only and take place via video call.