New and Prospective Client Information
Fill out a Contact Form As the new year approaches and tax season is among us, is a bit harder for me to pick up each phone call. Leave your info and I will contact you back as soon as possible.
Schedule a Telephone Call so we can discover your needs and how we can work together to take care of them. This helps make an in-person meeting (if needed) much more productive and efficient, if you choose to move forward with my services. This is a discovery call to determine your needs and how we can work together to take care of them and set up additional services needed.
It will not be used to provide advice or services.
Consultation telephone calls or meetings are paid services.
Virtual Services - No need to come into the office or even be local. My office is set up to be 100% virtual and we can work together via telephone and my secure portal. Just contact me today to get started!