Schedule an Appointment

Select the meeting type below to connect with Michelle Luevane, CPA, and take the next step.

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15-Minute Quick Call

A brief check-in for existing clients. A short call designed for current monthly subscription clients who have quick questions or need brief clarification on an ongoing matter.



  • 15 minutes
  • One-to-one
  • Focused, efficient conversation
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Consultation

A dedicated conversation to discuss your needs. This one-hour consultation is ideal for discussing your tax or accounting questions, concerns, and overall needs. It’s a great starting point for new clients or those considering expanded support.


  • 1 hour
  • One-to-one
  • Designed to understand your situation and next steps
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Document Review with Michelle

Review recommendations and discuss the next steps. This session is intended for reviewing documents, findings, or recommendations together and discussing how to move forward.



  • 30 minutes
  • One-to-one
  • Focused on clarity and direction
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Advisory Meeting (Quarterly / Bi-Annual / Annual)

Ongoing planning and strategic review. These advisory meetings are designed for established clients who want regular reviews of year-to-date activity, planning considerations, and upcoming decisions.


  • 45 minutes
  • One-to-one
  • Strategic, forward-looking discussion
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One-to-One Meeting

Strengthening the working relationship. This meeting is ideal for deeper conversations that go beyond day-to-day questions—focused on the broader relationship, goals, and evolving needs.


  • 1 hour
  • One-to-one
  • Relationship-focused discussion
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60-Minute Tax Plan Review

Review your personalized tax strategy. This session is dedicated to reviewing your customized tax plan and discussing how it applies to your current situation.



  • 1 hour
  • One-to-one
  • Focused on tax planning and implementation

Not Sure Which Appointment to Choose?

If you’re unsure which option is right for you, start with a Discovery Call or reach out to our team for guidance.