This is a 30 minute meeting to discuss 2024 tax information and establish any outstanding items needed to complete your tax return. We will plan on meeting virtually over Microsoft Teams, but please let us know if you would prefer to meet in person and we'd love to have you in to the office!

General meeting for existing Members to discuss questions or ongoing projects. Please indicate whether you prefer an in-person or virtual appointment.

Introductory meeting to discover new Member service needs and scope potential services. Please indicate whether you prefer an in-person or virtual appointment.