Business Meeting Instructions
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If you need to contact us prior to the meeting, or after we conclude our meeting, please email us at info@taxproff.com
3 – Turn on the microphone and camera and ensure that both are working appropriately before the meeting
*Reading the page content and watching the video linked in the pages above should answer most of your general questions about building a relationship with our team and helping you mak e the m ost of the discovery meeting. If you do not go over the page(s) , it would be too much information for us to convey to you in a 15-minute discovery meeting, and you will not receive the full benefit of the time slot. Once you review our onboarding process, you should formulate non-tax-related questions that will help you determine if we are a good fit for your needs.
*As a friendly reminder , during the 15-minute discovery meeting , we ask that we do not go over any specific tax questions as that is against our insurance policy. We must be formally engaged with you and/or your business to answer any specific tax questions about a particular tax situation. If we feel that your situation is outside of our expertise or resources, we will see if we may recommend a professional who will help accordingly.
Our services are billed at $250 per hour; we will render an estimate at your request.