Schedule an Appointment

Detailed conversation with Eric about an inquiry or request. (Initial or follow-up)

You must provide the purpose of the meeting in the not section. (This is not for discussing tax returns.)

Brief onboarding conversation to discuss:

• Our Responsibilities
• Your Responsibilities
• Timeline for Onboarding & Transitions

Please send any questions in advance.

We look forward to working with you!

Detailed conversation with Eric about lowering your taxes through tax planning (Initial or follow-up).

This is not a recurring meeting.

Brief conversation regarding tax or financial matters such as:

• Current status of request or inquiry
• Results for your tax return
• New client introduction

Review and finalize your tax return with Eric.

What to Expect:

• During this appointment, you'll review the final details of your tax return with Eric. (Initial or follow-up)
• Remember, your tax return can be completed during this appointment but you'll need to submit all your tax documents prior to the appointment.

What Happens Next?

• You'll receive a separate email from our office detailing what information we'll need in preparation of your appointment and the date you must submit them by.
• This will consist of tax documents from that tax period. If you're a new client, we'll need to see the last tax return you filed.