Schedule an Appointment

Schedule an Appointment

Introduction Meeting

15-30 MINUTES

This meeting is an opportunity for us to discuss your needs and determine whether our firm is the right fit. I’ll learn about your goals and outline how my services can support you. This session is not for tax advice or strategy; it’s a high‑level conversation to assess alignment before moving forward.

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Alexis+Paul+CPA

Returning Client Meeting

15-30 MINUTES

This meeting is for returning clients who need to discuss a tax issue, review a tax return, or get clarity on a specific question. It provides focused guidance on your matter so we can address it efficiently and determine next steps.

Schedule a Virtual Meeting →
Schedule an In-Person Meeting →