Interact – Social Media Guide for CPAs Evaluates techniques for utilizing the growing opportunities for CPAs and their firms in the world of social media. Published in the 2011 issue of Caifornia Society of CPA’s Technology & Business Resource Guide.
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.