General Q&A
- General Q&A Session Regarding Online Tax Organizers
30 minutes
Pre-engagement Discovery Meeting
- Pre-engagement Client Discovery Zoom Meeting
1 hour
Book a General Q&A session appointment for initial discussions and inquiries. Book a Pre-Engagement Discovery session appointment for follow-up discussion(s) leading to the development of an engagement proposal.
Thank you!
General Q&A
30 minutes
Pre-engagement Discovery Meeting
1 hour