This complimentary 15-minute Discovery Session is conducted by phone. Given the brief nature of the session, a call is typically the most efficient format.

At the scheduled time, I will contact you directly at the phone number provided in your booking. No video link is required for this session.

For follow-up sessions such as Tax Return Preparation sessions, or more in-depth consultations, a video link is subsequently provided.

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.

This 30-minute consultation is designed for current clients seeking focused discussion and guidance on specific tax or accounting matters. During this session, we will review your current situation, address your questions, and discuss planning considerations or next steps as needed.

This 30-minute Bookkeeping Meeting is designed to review your current financial records, reconciliations, and reporting needs. During our session, we may address transaction categorization, account reconciliations, cleanup items, financial statement review, workflow questions, or software-related matters (e.g., QuickBooks Online).

This 30-minute Collaboration Meeting is intended for vendors, contractors, associates, and professional affiliates working alongside Elite CPA, Corp. During this session, we will review project status, workflow coordination, client-related deliverables (as applicable), and opportunities for process improvement or strategic alignment.

The goal of this meeting is to ensure clear communication, operational efficiency, and alignment with firm standards and expectations.

This complimentary Strategy Session is reserved for current clients by invitation. The purpose of this meeting is to step back and review your broader financial, tax, or business objectives to ensure your strategy remains aligned with your long-term goals.

During this session, we may discuss forward-looking planning considerations, structural adjustments, timing strategies, or proactive opportunities based on your evolving circumstances.