Our CPA firm welcomes the opportunity to see if we can be of service to you as a new client. We offer a free* initial consultation in order to evaluate your needs, discuss our fee structure with you, and provide you the opportunity to assess our qualifications to handle your accounting, tax, and consulting projects. An initial meeting with potential new clients normally will last 45 minutes to an hour. Please bring any pertinent records with you to this meeting, such as your most recent income tax return, your business’ general ledger accounting, your incorporation documents, etc. You will be expected to complete a short information form before the meeting and provide a valid form of identification. You can set up an appointment time by contacting us via telephone or email listed.
* New individual income tax clients with no operating business schedules or separate returns subject to a minimal charge.
Our CPA firm welcomes the opportunity to see if we can be of service to you as a new client. We offer a free initial consultation in order to evaluate your needs, and discuss the best path for you. Contact us for more information.