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Interested in learning more about how the process works?
How Does The Process Work?
Step 1
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A 30-minute meeting so we learn about your business, goals, and determine if this could be a potential fit. We aren’t the right firm for everyone and will happily refer you elsewhere if that may be a better fit for your needs.
Step 2
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We will review your QuickBooks file and/or prior tax returns, then email you a proposal summarizing how we can help and what the estimated fee will be.
Step 3
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A 30 to 45 minute meeting where we will clarify your needs and answer any questions you may have.
Step 4
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We will send you an engagement letter outlining mutual expectations and detailing the services that will be provided.
Step 5
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We are excited to be working with you! We begin by getting everything set up and laying out the next steps.
Note: Process may vary slightly depending on your needs and services that you’re requesting.
Let’s Talk!
Interested in seeing how you can take back your time, expand your business, and reduce your tax bill?
Schedule a free consultation to see how we can help!
