MATONEY TAX & FINANCIAL ONLINE CALENDAR

Please call us at 401-789-1040 if you have questions or prefer to book by phone.

Please select an appointment type below.
If you are a new or prospective client please call our office directly.

Tax Appointment

Tax Appointment-

For existing tax clients only. Please note these appointments are strictly 30 minutes long so be sure to arrive on time and we will do our best to see you promptly.

(30 minutes)

Financial Planning Phone Call / Quick Stop In

Financial Planning Phone Call / Quick Stop In-

If you are looking for a quick 30 minute financial planning appointment use this link. This appointment type is for quick office stop ins or if you just want to be sure we are available for a phone call. Please be sure to let us know what you are looking to discuss so we can prepare.

(30 minutes)

Financial Planning Appointment

Financial Planning Appointment-

We schedule 90 minutes for Financial Planning meetings but these meetings typically last about an hour. If you are a new or prospective client please call our office before booking this appointment type. Also be sure to bring your most recent statements for all investment accounts to the meeting. If you are not a current tax client of ours please bring your latest tax return if possible.

(1 hour and 30 minutes)