This brief conference allows us to meet and determine if we can successfully work together. Please bring your tax returns for the previous 2 years and any other important documents you deem necessary. New clients are required to pay a retainer of $150 to be applied against your total fee which should be determined during this meeting. Please review our organizer available on our website for assistance in gathering your tax documents.
Tax Preparation Conference
Please your tax organizer with you or you can download a blank copy from our website.