It can feel a bit overwhelming when thinking about all that you may need to bring with you to an appointment. Information needed varies by client, services, and what is being discussed at the time of the meeting. After our initial phone conversation, your mind will be put at ease and you will be well prepared for our first meeting.

While a tax appointment can be anywhere from 15 minutes to a few hours, your first bookkeeping appointment will be scheduled for an hour. We prefer to allow enough time for a thorough look into what would best fit your needs and for any questions you may have to be answered.

What to expect is unique for each individual or company. We create a custom approach to address your specific needs. Contact us today to see how Chan’s Tax & Bookkeeping can best fit your needs.