Welcome! We look forward to connecting with you.
NOTE: We are required by law to safeguard your private information. All information you securely submit to us will be kept confidential.
1. To make our first meeting super-productive, complete Prospective Client Questionnaire (it will take 5-10 min)
2. 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.
3. Schedule a Discovery Call or an In-Person Meeting.
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