🎉 You're All Set!
Your appointment has been successfully scheduled.
We look forward to meeting with you!
Before We Meet
Please gather any documents requested or you believe may be helpful prior to your appointment. Having everything ready helps us make the best use of our time together. It may even be best to upload any information to us ahead of time using our secure portal.
If you need to reschedule or cancel, you can do so using the links in your confirmation email.
Meeting Recording Notice
To help ensure accurate documentation and allow our team to focus on your needs during our conversation, meetings may be recorded and transcribed using secure, AI-powered note-taking software designed specifically for accounting professionals. These recordings are used solely to create meeting notes, document action items, and maintain accurate client records.
By participating in the meeting, you acknowledge and consent to this recording. If you have any questions or concerns regarding this process, please contact our office prior to your appointment.
Need help?
Help fill Santa's sleigh!
On Thursday, July 23, our very own Rose Woodworth will kick off the first Santa shift on the roof of People's Place at 8 am. One Santa will remain on the roof until the $100,000 fundraising goal to provide gifts for more than 2,600 local children is reached.
CLICK HERE to donate in honor of "Santa Rose!"