DISCOVERY CALL

If you are talking to us for the first time for possible services, choose this type of appointment. This is an initial 10 minute phone call to get aquatinted and learn more about your personal tax needs.

If you are already a client in any way, awesome!....but there are other options for you. Look for "Existing Client" options, they are easy to find.

DISCOVERY CALL

Ready to find out more about our DENTAL accounting, tax, and business advisory services from us.? Let's talk!

This call is designed for me to learn more about you, your business, your goals, and your accounting requirements.

We'll use this call to discuss your pain points - those areas you need help with, those tasks that take up too much of your time, or those things that keep you up at night. This is also your opportunity to find out more about our services and how we can help.