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.
Instructions for a virtual meeting
The meeting will take place virtually on our join.meplatform.
2- Request to join the meeting by typing in FreymanCPA
3- Introduce yourself by typing in your name
4- Turn on the microphone and camera at the bottom of the screen by clicking the microphone and camera icons, as seen here:
Note: Ensure that both the microphone and camera are working appropriately beforethe meeting.
Please take a moment to view our video and content found on ouronboarding for individuals page here.
*Reading the page content and watching the video linked above should answer most of your general questionsabout buildinga 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 youwill 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 $220 per hourand 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.