Getting the full picture.
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 our 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.
These items are the diagnostic reports needed for me to write the best “prescription” for “tax and accounting condition.”