Copy of New Client Discovery (Phone Call)
Service Description
30 minute Discovery Consultation with SFG Tax Advisor to discuss your current tax situation and assess which tax solutions SFG could possibly provide for you. Please be prepared to provide your advisor close estimates for information listed below . Income and Amount Paid in taxes on prWelcome to your first step towards financial clarity and success! This 45-minute discovery call is designed to understand your personal and business finance needs comprehensively. Whether you're looking to streamline your business finances, optimize tax strategies, or enhance financial management, this call is the perfect starting point. During our session, we will: Discuss your current financial situation and goals. Explore the challenges you face with your personal or business finances. Provide an overview of how our services can be tailored to meet your specific needs. Our aim is to offer actionable insights and demonstrate how partnering with us can bring value and growth to your finances. By the end of our call, you will have a clear understanding of the next steps and how our tailored services can help you achieve your financial objectives.
Contact Details
2971 Flowers Road South, Chamblee, GA, USA
4043338721
ejones@supreme-financial.com