Are you convinced we can help and ready to get started? We hope so. It's time to begin planning for our initial consultation. Remember, the more we know about you and your company, the better we can understand how we can help. Here is a list of suggested items to bring at our free consultation:
Prior year personal tax returns
Prior and year business tax returns
Any IRS or State taxing authority letters that need immediate attention
Most recent internal financial statements
List of other professionals or advisors currently engaged with you, along with contact information
If available, a written business, operational, or marketing plan
Your company website address
Any other information you feel is pertinant to our initial discussions
We look forward to meeting you and finding ways to help you be more successful!