If my services sound like a good fit for you, then let’s chat! You can go ahead and schedule a meeting directly on my calendar below.
The first step is a 30-minute introduction meeting, so I can get to know more about your financial and tax needs.
If you and I seem like a good fit, then next I’ll request that you send me a few documents to review (past tax returns and business financial statements).
Once my review is complete, then I’ll reach back out to you with a price quote and an engagement letter. If you decide to move forward, then you’ll read and sign the engagement letter. We can also have another discussion for any open questions you may have, if you choose.
Business phone:
Business Hours: M-F, 8am-2pm CST