450-106 State Road 13
Saint Johns, FL 32259
1360 Giles Road
Monroe, GA 30655
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 a fit for each other and to go over our pricing structure.
If you need to contact us prior to the meeting, or after we conclude our meeting, please email us at email@example.com
Instructions for a virtual meeting
The meeting will take place virtually via Zoom. You will receive an email and text reminder with the meeting link.
Please make sure that your camera and microphone are working ahead of the meeting. We must have that up and running before the meeting so that we do not spend time troubleshooting. This meeting is an equivalent of you stepping into our physical office, so we ask that you are not driving at the time or being distracted by other things.
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 a moment to view our video and content found on ouronboarding for businesses hereto 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 questionsabout buildinga relationship with our team and helping you make the most 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 youwill 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.
If you are interested in learning more about our price structure and estimate process for business, you can learn more here: