Our initial One-hour consultation is provided at no charge. During our meeting, we will get to know each other, analyze your needs and goals, and outline a way that we can work with you to achieve your objectives.

We understand that there may be specific topics that may be of concern to you. If you wish to address specific issues, then please feel free to bring along any documents that might enable us to understand your situation. Documents to be considered would be income tax returns, financial statements, investment statements, a business plan, or your estate and trust income tax return preparation, to name a few.

Common topics to discuss often include:

• The proper business form in which to operate
• Recent tax law changes
• The purchase or sale of a business, home, or investment securities
• Operational analysis issues
• The tax impact of your business on your personal return



We look forward to our initial consultation with you and working together to enhance your success.