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: Please complete this client intake form below. 

Step 4: If you were referred to us, please book your appointment online here. Otherwise, you will receive an email with a code to redeem your 15-min complimentary phone consultation after we review your intake form. 

 

Coaching & Advisory - CFO - Tax Planning - Tax Preparation - Representation 

Membership Options - Add-On Services

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*Note: We do not accept unscheduled calls.