We review your income, withholding and estimated payments with you during the year. Quarterly meetings last about 45 minutes. You can also contact us between meetings when a sale, payment or business decision affects your taxes.
To begin, request a discovery call. We explain the tax assessment on that call. The assessment itself is a separate paid step, due after the discovery call and before the results meeting. At that meeting we discuss your tax plan, what it will take to put it into action, and our fees to administer it.
