Question 1

Is the initial consultation free?

Accepted Answer

Yes. We offer a free 30-minute initial consultation so we can understand your situation and you can decide whether we're the right fit.

Question 2

What should I bring or send to get started?

Accepted Answer

Prior year tax returns, recent bank and account statements, and any other information relevant to your situation. If you're not sure what applies, bring what you have and we'll tell you what else we need.

Question 3

Do you work with clients outside of Miami?

Accepted Answer

Yes. We work with clients in other states, and we hold meetings both in person and virtually depending on what works best for you.

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