New Client Consultation

Service Description

Wondering if our firm would be a good fit for your needs? We'd love to chat with you about your needs and how our firm works to see if we're a good fit. What can you expect during the consultation? We'll start our consultation by learning more about you, your business, and your tax situation. From there we'll move into how our firm works and if we feel like we are a good fit next steps for a quote for services. What should you have prepared? It helps to have on hand any tax notices that you have received and a pen and paper to take notes. If you have specific questions it's helpful to have those wrote down prior to our consultation so you don't forget them.