Individual Meeting Instructions
If you need to contact us prior to the meeting, or after we conclude our meeting, please email us at email@example.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 above should answer most of your general questions about building a relationship with our team, and help you mak e the m ost of the discovery call. If , you do not go over the page 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 individual 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 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.