New Client Scheduling Calendar & Discovery Questionnaire

We’re excited you’re here and look forward to learning more about how we can best help you! Below you’ll find our New Client scheduling calendar where you can schedule a time to chat with us about your accounting and/or tax preparation needs. During this meeting we will ask you questions, listen to your concerns, and assess whether we are the right fit for your situation.

Please schedule at least 48 hours in advance. Once you have scheduled a call, we will email you a Discovery Questionnaire. We ask that you complete the Discovery Questionnaire at least 24 hours prior to your meeting.