Client Intake with Brooke

Service Description

Welcome to our client intake scheduling page! As the office administrator, I oversee the client intake process for both business and personal tax clients. I'm here to ensure that your experience from scheduling your initial consultation to completing your intake forms is smooth and efficient. Please select a time that works best for you. If you have any questions or specific requirements, feel free to reach out to me directly at (678) 290-6600 ext 1002. Looking forward to assisting you! This meeting will be focused on gathering essential information and ensuring a smooth transition into our services. During the meeting, we'll discuss the client's specific needs, collect necessary documentation, and outline the next steps in the onboarding process.