Let’s help you with your taxes and compliances while you grow your business!
Frequently Asked Questions
What services can I discuss in the meeting?
You can discuss any of our services, including tax planning, bookkeeping, payroll, business advisory, and financial statements. We’ll tailor our advice to your needs.
Is there a fee for the initial consultation?
Initial consultations are typically free. This meeting allows us to understand your needs and see how we can assist.
How long does a meeting usually last?
Most initial meetings last 30-60 minutes, providing enough time to discuss your requirements.
Can I schedule a virtual meeting?
Yes, we offer both virtual and in-person meetings for your convenience.
What should I bring to the meeting?
For the initial meeting, any financial documents that outline your current situation or specific questions are helpful.
How can I reschedule or cancel a meeting?
Contact us at least 24 hours in advance if you need to change or cancel your appointment.
Do you serve clients outside your local area?
Yes, we serve clients nationwide, with both remote and local support options.