CONSULTATIONS

Our consultations allow us to fully understand your needs and choose a service bundle that gives you the best value.

Business Meeting
30-Minute Consultation
The consultation is an important step because it allows us to get to know you and it allows you to get to know us!
During your 30-minute phone call or in-person meeting, we will discuss things such as:
  • Current business financial status 
  • Current personal financial status
  • A review of your tax history
  • Long-term goal planning
  • Short-term goal planning
  • Service bundle selection
  • Answering your most important questions
Ready to get started?
  • Consultation Includes

    • Tax History Review

    • Initial IRS Contact (if needed)

    • Business Success Review

    • Thorough Service Review and Planning

  • Consultations are required for:

    • Review for more than one service

    • IRS letter review

    • Stimulus Income Assistance

    • Business Success Planning

    • Current Tax Year Service (April 16 - December 31)

    • Specific Accounting Assistance

    • Credit Resolution

    • Business Entity Formation

    • Life Insurance

    • Loan Application Assistance