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Intake Review
Review the client's intake paperwork, background history, and submitted documentation prior to the initial session. Assess primary goals, address any immediate questions or concerns, and outline the recommended scope for ongoing support.
Google Meet video conference15 min
Session Details
Review the client's intake paperwork, background history, and submitted documentation prior to the initial session. Assess primary goals, address any immediate questions or concerns, and outline the recommended scope for ongoing support.
What this session includes
Review the client's intake paperwork, background history, and submitted documentation prior to the initial session.
Assess primary goals, address any immediate questions or concerns, and outline the recommended scope for ongoing support.
V
Vikram Singh Angurala
(Viktor)
Principal Tax Practitioner & Senior Bookkeeper. Direct, one-on-one guidance from intake to final e-filing.
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