QUALITY TAX EXPERTS
LET THE EXPERTS HANDLE IT!
TAX CLIENT INTAKE [VIRTUAL]
Schedule a 15-30 minute session with me to go over your tax return. This is your chance to ask questions, address concerns, or go over anything you need.
If you have last year’s tax return, please have it handy so we can review it together.
⚠️ This is NOT an in-person consultation. If you need an in-person session, please book the "In-Person Intake" appointment instead.
NEW CLIENT INTAKE
Welcome to Quality Tax Experts! Our New Client Intake Appointment is designed to get you started on the right track with personalized service and expert guidance.
During this appointment, we will:
- Get to Know You: Understand your unique financial situation and goals.
- Gather Essential Information: Collect necessary documents and details for efficient service.
- Explain Our Process: Walk you through the process and what to expect.
- Answer Your Questions: Address any concerns you may have about your taxes.
