Tax & Accounting Phone Meeting

Service Description

Scheduling a call is the first step to knowing your money so that you can grow your business. We need to get a better understanding of your business and personal tax and accounting needs. This meeting will help us find out if we are a mutually good fit. For our introductory call, please have at least your business and personal prior year's tax return ready to reference and your most recent financial statements. This will help us get an understanding of how we can help you. Most of our clients want an in-person meeting after our introductory call to go over additional details. We are happy to do so.

Contact Details