Your first appointment is an important opportunity for us to get to know you and understand your unique financial needs. During this meeting, we will discuss your tax needs, review any relevant documents, and explore your short- and long-term goals- whether personal, business-related, or both. Our goal is to listen carefully and build a plan that supports your financial well-being. Whether you’re seeking help with annual tax preparation, navigating a complex tax issue, or planning for the future, we're here to help you. Make an appointment today!