Get Started Today
You may also Download a Printable PDF and fax to (949) 682-4816.
GIVE US 30 MINUTES TO GET YOUR RESOLUTION PLAN STARTED.
Let us learn more about you and your business. Your no obligation consultation begins with a conversation about your current tax situation and about your goals for you and your business. Our primary objective is to not only comply with required tax reporting requirements but to assist businesses and business owners in achieving their long-term financial objectives. The more background information you provide, the more accurately we can evaluate your situation, discuss your opportunities and exposures, set timeline benchmarks, and discuss the fees for our services. The following is a list just some of the information that would be helpful in a consultation.
- The organizational structure of your business
- Ownership structure
- Current bookkeeping and accounting practices
- Financial projections and estimates
- Current standing with tax agencies
After your initial consultation, you will come away with an idea of how we can assist you and your company, as well as an estimate of fees to be incurred.