New Client Consultation - Complimentary Services20 minutes
Consultation Agenda - The client and accountant will discuss the current status of the client's financial needs and determine the most efficient path to secure the client's financial future.
Tax Preparation - Price Varies based on needs of client45 minutes
This appointment is for clients that want to have their taxes prepared. Once this appointment is booked a team member will contact the client to provide information on how to upload the documents needed to have their tax returns prepare ...
Money Management Consultation30 minutes
Q&A Session for individuals interested in a money management mentorship for their personal or professional finances