Getting the full picture.
These items are the diagnostic reports needed for me to write the best “prescription” for your “tax and accounting condition.”
New Client Document Checklist.
Please complete the checklist and upload documents within 24 to 48 hours to your secure client portal.
As a new client, this is what we need to review ahead of our meeting to ensure the meeting is productive and well spent time. We are committed to getting you Beyond Prepared and this checklist is designed to set you up for success.