Discovery Call Confirmed!
Thank you for scheduling time with us. We're looking forward to learning about your situation and helping with your tax needs.
What's Next?
We'll reach out ahead of time if there are any scheduling issues. You should receive a calendar confirmation email shortly.
What We'll Discuss
Depending on your needs, we can talk about tax planning, tax preparation, IRS issues, or any other tax-related questions you may have. This is your time to learn about our process and for us to understand your situation.
Complimentary Call
This Discovery Call is complimentary. We don't provide customized tax advice during the call - this is about mutual discovery to see if we're a good fit to work together.
Important Guidelines
Be Open and Honest
Whether you've always filed on time or have had challenges with the IRS, we're here to help, not judge. Our assistance is only as effective as your openness in sharing your complete situation.
No Tax Advice During Discovery
This call is about mutual discovery and understanding. If we decide to work together, we'll require a signed engagement letter before providing specific tax advice or beginning any work.
Document Security
Please don't send private data via email or text. If you need to share documents before our call, email us to request a secure upload link. Future clients receive access to our secure client portal.
We're Looking Forward to Meeting You!
Have questions before our call? Feel free to reach out.