The first time client appointment with a Justice Accounting and Tax firm is an important step in setting up a successful business relationship. The purpose of the first appointment is to discuss the client's needs, provide a review of the services offered, and establish a plan of action.

At the appointment, the client should be prepared to provide the following information:

1. A description of the business and its operations.

2. A list of the financial records and documents the client currently has.

3. An overview of the financial goals and objectives for the business.

4. A discussion of any special tax or accounting needs the client may have.

The Justice Accounting and Tax firm should provide the client with an overview of their services, including the types of bookkeeping services they offer, the types of taxes they can help with, and any other services they can provide.

The firm should also discuss their fees and payment options. The firm should also discuss the client's expectations and needs. The client should be made aware of any potential risks and the steps the firm will take to minimize them.

The firm should also discuss their policies and procedures, as well as any potential conflicts of interest.

At the end of the appointment, the firm should provide the client with a written agreement outlining the services to be provided and the fees to be charged. The firm should also provide the client with a copy of their privacy policy and any other relevant information. By establishing a good working relationship at the first appointment, the Justice Accounting and Tax firm can ensure that their client's needs are met and that their business relationship is successful.