Contact Us

We’re not just a tax preparer; we want to be your trusted advisor!

We offer a complimentary consultation to get to know each other and answer any questions you may have regarding your personal and business financial status and goals.

The in house or skype (or other platform) meeting lasts about 45 minutes and together we focus on:

• Discussing your concerns and questions

• Reviewing our services and how we can help you

• Next steps (documentation needed for our next meeting)