*The first step to working with Lily and her team is to complete the client intake form. Please follow the steps below:
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Step 1: Read our FAQ page to determine if we are a good fit.
Step 2: View our Services page.
Step 3: Sign up for a portal to access the client intake form. After we review your intake form, you will receive an email with a code to redeem for a complimentary phone consultation. *If you decide to pay for the initial phone consultation and we agree to work together, the $50 will be applied to your next invoice within 10 days.
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If you were referred to us and received a code, please book your appointment online here.
Coaching & Advisory - CFO - Tax Planning - Tax Preparation - Representation
Sign up for a portal to access the client intake form here.
