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Become a Tax Client

1

Schedule a Phone Meeting

Please schedule a phone appointment to make introductions, go over your individual tax circumstances, and discuss next steps. 

2

Gather Information

Complete the new client information sheet and checklist, upload the sheet and associated documents to the client portal. Your username will be sent via email.

3

Make Tax Season a Breeze

A great tax client is organized and proactive. They communicate, ask relevant questions, and are receptive to advice. With your help, tax preparation process will be smooth and efficient. 

Become an Accounting Client

1

Schedule a Phone Meeting

Please schedule a phone appointment in order for me to learn about your business, and for us to discuss current challenges and explore opportunities for improvement. 

2

Gather Information

Complete the new client information sheet and gather associated documents. We'll schedule another meeting to go over the information and agree on the scope and price of the package.

3

Best Practice

My ideal client is organized, informed, and level-headed. I am experienced working with businesses in the following industries: retail, hospitality, construction, marketing, behavioral health, fitness, and photography. 

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