1 

Initial Meet and Greet

This is a 15 minute one on one meeting to discuss your needs. This is  a great way to determine if our firm is a good fit for your needs. Our flexible booking options make it easy. You choose the format; phone call or a Google Meet. Always free of charge.

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2

 Consult

This a 15 minute meeting designed to discuss your specific tax needs and how our firm can be of service.  This meeting is via phone call or Google Meet. 

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3

 Income Tax

This is a 15 minute meeting designed to discuss your specific tax needs. This meeting is via phone call or Google Meet.

4

Tax Return Wrap Up

This is a 15 minute phone call to to discuss your tax return results.

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For existing clients.

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