Business Meeting Instructions

Thank you for reaching out to our firm, and we sincerely hope that you have found the right team for your business tax needs. 

The purpose of this 15-minute discovery meeting is to see if we are fit for each other and to go over our pricing structure. 
Instructions for virtual meeting
The meeting will take place virtually on via Zoom. You will receive an email and text reminder with the meeting link.
To commence the meeting: 
1 – Navigate to the Zoom link you received via an email or text message 
2 – Launch meeting
3 – Turn on the microphone and camera and ensure that both are working appropriately before the meeting

Please take moment to view our video and content found on our onboarding for businesses here to seek help with business tax services. 
*Reading the page content and watching the video linked in the pages above should answer most of your general questions about building relationship with our team and helping you makthe most 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 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 good fit for your needs.
*As 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 particular tax situation. If we feel that your situation is outside of our expertise or resources, we will see if we may recommend professional who will help accordingly.
Our tax services are at $250 per hour, and bookkeeping services are at $95 per hour; we will render an estimate at your request. 
If you are interested in learning more about our price structure and estimate process for business, you can learn more here:
Our team member profiles are found in the about section of our site @
Once we have all the formalities out of the way, we can discuss onboarding, and we would provide you with all that you require to have you become client with our firm. 

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