HOW IT WORKS

Schedule an appointment

Use the online scheduler to make an appointment that is convenient for you. You will have the option to meet in person or virtually.

Individuals

& Families

Tax

Help

Choose your plan

During your appointment, you will review the service plans and have an opportunity to decide which is right for you.

Pay for your services

You will sign an engagement letter and pay a deposit to begin the services provided.

Business​es &
Nonprofits
Business &
Nonprofit Consulting

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