Reminder: Please verify that the selected time zone reflects your current location (or your location at the time of the meeting, if applicable) before confirming your appointment. This helps ensure we connect at the correct time.
TIME ZONE - QUICK REFERENCE:
Eastern -> US / Eastern
Central -> US / Central
Mountain -> US / Mountain
Pacific -> US / Pacific
Description
This 30-minute consultation is designed for prospective clients seeking more detailed discussion and preliminary guidance regarding their tax or accounting needs. During this session, we will review your situation at a high level, discuss potential strategies, and determine the appropriate scope of services moving forward.
This meeting will be conducted via video conference (Microsoft Teams), and a secure meeting link will be provided upon confirmation.