When you seek help from a CPA, do you want one who lets you pick the services you want and is reactive? Or do you want a CPA who gets to know you and your situation and recommends what is best for you and is proactive? Some will need more guidance, and some will need less. Here is how we prefer to determine the level of service that is appropriate for you.

• We have an initial phone call so a basic, fundamental assessment of your situation can be made.
• Then, if needed, a preliminary meeting will be held at our office. We will gather information and make sure we understand you situation. 
• Finally, if a presentation meeting is needed, it will be held at our office to determine how to best serve you.

The above steps may be adapted to best suit your situation.  Any future meetings and services will be conducted as agreed upon. As your situation changes, we will adjust appropriately.