Individual Meeting Instructions

Thank you for reaching out to our firm, and we sincerely hope that you have found the right team for your personal tax needs. We can help with tax preparation, resolution, research and planning engagements.

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 info@taxproff.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 our onboarding for individuals page here.

*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 make the most 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.

Our tax services are at $250 per hour and we will render an estimate at your request.

Our team member profiles are found in the about section of our site @ www.taxproff.com.

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 a client with our firm.