Request a time,we do the rest.

Three short questions. We confirm by email within one business day. On the live site this hands off to the office’s calendar; here, nothing is sent.

What do you need help with?

Pick any that fit

Personal tax returnyou or your family Monthly bookkeepinga business or side gig Business year-endstatements and the return Not sure yetthat is what the call is for

When suits you?

Weekdays, 9 to 5

Mon Tue Wed Thu Fri

Meet by

Phone, video or the office

Phonewe call you Videoa link by email In personat the office

About you

So we can confirm the time

Name Email Phone (optional) Anything we should know? (optional)

Sample form: nothing is sent and no appointment is made. Prefer the phone? 226-555-0105, weekdays 9 to 5.

What happens next

Three things

We confirm within one business day

An email with a calendar invite for one of your days.

The call is free

Twenty minutes, no obligation, no sales pitch.

A fixed fee in writing

Only if there is work to do, and only if you want it.

Free 20-minute call

Leave with a fixed fee in writing

Or with a reason you do not need us. Leave an email and we confirm a time within one business day.

Email address

Sample form: nothing is sent. Prefer the phone? 226-555-0105, weekdays 9 to 5.

Tidy Sums

Bookkeeping and tax for people who would rather not think about bookkeeping and tax.

Your records stay yours

Everything lives in a shared folder you own. Leave any time and take it with you.

How we work

Tidy Sums is a fictional practice and every fee on this page is a sample figure.

Concept demo · Tidy Sums Accounting is a fictional accounting practice.

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