Upfront, clear expectation-setting on what we can accomplish.
We'll divide up the work between us where possible, working virtually and between sessions.
We'll bring general tax information and research to the table where applicable, though can't advise you.
We’ll identify achievable homework to do between sessions
Key actions are completed as shared-screen activities. You will never share access to sensitive info.
After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.
Upfront, clear expectation-setting on what we can accomplish.
We'll divide up the work between us where possible, working virtually and between sessions.
We'll bring general tax information and research to the table where applicable, though can't advise you.
We’ll identify achievable homework to do between sessions
Key actions are completed as shared-screen activities. You will never share access to sensitive info.
After the first session, we’ll set an expectation on number of total sessions needed to complete the pack.