In Person Appointments

I love having a virtual office and being able to serve clients remotely in all 50 states. I love being able to keep my costs down by limiting my overhead.

However, over the last few years, I’ve realized there is a need for in-person appointments. There are people who desire the in-person atmosphere, and don’t want to have to deal with scanning and uploading their documents.

To accommodate this clientele, I am opening up space for 10 individuals or couples this upcoming season who want concierge level service from Casler Financial. This Premier Package will come with an in-person appointment at the location below to drop off your paperwork and talk about any questions or concerns you might have. We will collect, scan, and organize your documents digitally, returning all originals to you along with paper copies of your tax return, all bundled in a convenient folder that you can file away for future reference.

You will also have an in-person signing appointment where we can go over the tax return in as little or as much detail as you would prefer.

This new, in-person, premier tax preparation package is priced at $2500 for most individual federal tax returns. State and local returns are additional. If you would like an exact price quote, please reach out and usually by taking a look at your prior year return, we can give you an estimate of what your return would cost with us.

I will have appointment availability at my Gladstone office located at 15 82nd Drive, right across from the DMV. At this location, we will be meeting in the conference room upstairs. There is an elevator in the building and ADA parking and access at this location.

A $500 deposit will be collected upon scheduling your drop off appointment, and the remainder will be invoiced upon completion and collected at pick-up. I can offer a 5% discount should you choose to pay by cash or check rather than credit/debit card.

If you know of someone who’s in need of tax preparation help, that you think would appreciate this level of service, please feel free to pass my information on to them or reach out to me directly.