Your intake is done!
We'll review your information and reach out via email.
Step 1.
Intake form
You provided the information we need to create a custom plan for you. We may ask additional questions.
Step 2.
Schedule meeting (optional)
You'll receive reminder emails for our meeting. If you have any additional documents, upload them here. We also recommend you prepare a list of questions before the meeting.
Step 3.
We'll follow up via email
Based on your meeting selection to have one or not, we'll follow up via email with a customized plan based on your answers.
Know anyone who needs tax or accounting services? Refer them to us to give them $20 off, and you get $20 when they become a paid client.
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