New Client Meet & Greet

​A “New Client Meet & Greet” appointment is required.
Why?
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It gives you a chance to meet the tax professional who will be handling your most sensitive and private information.
It also gives the preparer an opportunity to understand your situation, your goals, and the type of support you need.
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• You can Book your own appointment.
• Call 843-904-1040 for an appointment.

• ​Please bring last year's Federal and State tax returns.

We are here to help...

• ​Need a "New Client Meet & Greet"
• Tax return ready to review 
• Have special needs to discuss
• Need help starting a business
• Require representation

Book an appointment with us!

If you do not receive a confirmation call 843-904-1040