Step 1:
Initial Consultation
Our journey together begins with an in-depth initial consultation. This session serves as an opportunity for us to get acquainted with your unique financial situation, aspirations, and any specific challenges or concerns you may be facing. Through open dialogue and careful listening, we aim to gain a comprehensive understanding of your needs and objectives.
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*All associated consultation fees will be used towards your service.
Step 2:
Follow-Up Appointment Scheduling
Following the initial consultation, we'll work with you to schedule a follow-up appointment. This could involve either starting the services immediately or providing you with a 72-hour window to book at your convenience, allowing you time to gather any additional information or documents needed.
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*Once the appointment is booked, you will receive an official work engagment letter
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Step 3:
Document Collection and Preparation
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If your requirement involves tax preparation, upon scheduling your appointment, we'll send you a comprehensive email outlining all the necessary documents required for the process. This may include W-2 forms, 1099 forms, receipts, and any other relevant financial documents. We'll also provide you with a secure link through which you can conveniently upload your files.
Step 4:
Service Commencement
Once we've received all the required documents, our team will begin the agreed-upon services. Whether it's tax preparation, financial planning, or any other financial management assistance you need, you can rest assured that our team will handle it with professionalism and expertise.
Step 5:
Follow-Up Review and Finalization
Within a week of completing the services, we'll schedule a follow-up meeting to review the findings and outcomes. During this meeting, we'll discuss any discoveries, address any queries or concerns you may have, and present you with the final result of your taxes or the progress of your financial plan. This allows us to ensure that you're fully satisfied with the services provided and that everything has been completed to your satisfaction.​
This detailed process ensures that you receive personalized attention and comprehensive support at every stage of your financial journey with Renew Tax and Financial Management. We're dedicated to making your experience with us as seamless and rewarding as possible.
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We're here to guide you through every step of your financial journey, providing personalized attention, expert advice, and unwavering support along the way. Remember, with Renew, you're not just a client; you're part of our family. So, let's embark on this journey together, with confidence and assurance that your financial well-being is in the best hands. Thank you for considering Renew Tax and Financial Management as your trusted partner.
We look forward to serving you and helping you achieve your financial dreams.