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Becoming a Client
A simple 3-step onboarding process
1) Request a free consultation & submit tax documents
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.
2) Consultation & tax projection review
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 and reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings and the different strategies we recommend.
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