Please click on your preferred date and time to schedule your tax return review meeting with your preparer.

Thank you for your business!

    • Get Acquainted Meeting

      30 minutes

      This is a time to get acquainted. We'd like to hear about your business and share with you about the services we offer. Let's see if we are a fit for each other!

    • Introduction to Accounting Mastermind

      30 minutes

    • Your Estimate Review Meeting

      10 minutes

      We've had a chance to review your request for services. This meeting is to share the estimate of cost with you.