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The first step to working with Lily and her team is to complete the client intake form. Please follow the steps below: 

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 - CFOTax Planning - Tax PreparationRepresentation 

Membership OptionsAdd-On Services

*Note: We do not accept unscheduled calls. 


Thank you for completing the client intake form! We will reach out to you soon. 
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