Business Meeting Instructions
ensure that both the microphone and camera are working appropriate ly before th e 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 call. 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.