Your time is valuable and so is ours. To ensure that you receive the best service and pay the least amount of tax legally possible we have a step by step process that begins with you, making a commitment to explore your tax savings alternatives with us.
What we need . . .
Prior to your consultation, we will request copies of your past 2 years personal and business tax returns. We will provide you with a private fully secured portal to send your tax information.
Providing your tax returns prior to our meeting will give us a foundation to talk and maximize our time together. The meeting can be facilitated via Skype, Zoom Meeting, phone or of course, face to face. If you have any burning questions we will be more than happy to answer them during this meeting, not before.