Prospective Client Discovery Call

Service Description

This discovery call is an opportunity to discuss your tax and accounting needs, learn more about our firm and services, and determine whether we may be a good fit to work together. Before scheduling, please complete our Prospective Client Discovery Form. The information you provide helps us better understand your needs and make the most of our time together. Discovery calls are held via Google Meet. An AI notetaker may be used during the meeting to help us capture notes and follow-up items. Please note that discovery calls are intended to evaluate fit and discuss potential services. Tax, accounting, or other professional advice is not provided during the call.