Onboard with our Firm

Congratulations! We are so happy to have you onboard with our firm. We are excited for you to gain more peace of mind over your tax situation as we implement our tax plan over the next twelve months. Once you sign your proposal, our team will schedule your onboarding meeting. During this 50-minute Zoom Meeting, you will meet our entire team, get set up with your client portal and learn best practices for working with our firm to implement your tax plan.

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Preliminary Tax Planning Meeting