What can I expect during a consultation?

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Accepted Answer

During a consultation, I'll discuss your specific accounting needs, review your financial situation, and go over the services and pricing I can offer to help you meet your goals. Consults are done over Zoom or the phone. Tax consults require a questionnaire sent by email to be filled out to give an accurate rate quote. The more information you provide me, the better I can assess if we are a good fit and how I can help!

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What can I expect during a consultation?