Please submit the following 48 hours prior to our meeting to ensure effective and efficient session.

NOTE: We are required by law to safeguard your private information. All information you securely submit to us will be kept confidential.

Step 1

Prospective Client Questionnaire

 

To make our first meeting super-productive, complete Prospective Client Questionnaire (it will take 5-10 min).

Step 2

Securely upload

 

Please securely upload to us copies of your Federal & State Income Tax Returns for the past 2 years. Also, if you have ownership in a business entity, please upload the business entity’s Federal and All States Tax Returns as well.

Step 3

Schedule Appointment

 

Schedule a Discovery Call or an In-Person Meeting.