The intro is a short video conversation with the principal — not a form, not a salesperson, and not a working session. Read this first. If the firm is not the right fit for what you need, you will know before you give up a slot, and so will we.
What you are dealing with, what an engagement would include, roughly what it would cost, and whether this firm is the right one to do it. You leave with a clear scope and a next step — or an honest answer that we are not the right fit.
No tax advice, no planning, and no analysis of a specific position. Fifteen minutes without your documents in hand would produce guesswork, and guesswork from a CPA is worth less than nothing. Real answers come after we have the file.
Not everyone needs the call. Two of these are answered faster on another page, and one skips the calendar entirely.
Then skip the call. Send your documents straight through secure guest access on the file exchange — no account needed, nothing by email. We review what you sent, tell you what the engagement looks like, and assign you a portal login from there. This is the fastest way in, and it is the one we prefer.
Then the pricing page will beat this call. Individual returns start at $425, business returns at $1,275, and bookkeeping and advisory are scoped to the work. Nothing on the call undercuts those numbers.
A single W-2 with the standard deduction is a straightforward return. We prepare them, and the floor applies — but you do not need a meeting to start. Send the documents through the portal and we will scope it from there.
An entity, employees, equipment, properties, trucks, crews. Books that are behind, fractured across systems, or living in spreadsheets. A notice you do not understand. This is the work this firm is built for, and the call is worth both our time.
You will be asked these when you book. Having them ready is the difference between a scoping call and a fact-finding call.
Sole proprietor, S-corp, partnership, corporation — or not formed yet. If you are not sure what you elected, say so. It is a common answer and a fixable one.
Current, a few months, a year, or no books at all. Nobody here is impressed by clean books and nobody is alarmed by a shoebox. It only changes the scope.
Business checking, savings, cards, loans, merchant processors. Count them. Volume and account count drive bookkeeping scope more than anything else.
QuickBooks, a spreadsheet, a bank login, a folder of statements, or nothing yet. Every one of those is workable. Knowing which one saves the first ten minutes.
Face to face by video with Kevin Hemingway, CPA. No charge, no obligation, and no one else on the call. If video will not work on your end, say so when you book and we will do it by phone instead.
We size up what you need, whether the firm is a good fit, and what an engagement would cover — and you leave with a clear scope and next steps. This consultation is for engagement evaluation and does not include tax advice, tax planning, or detailed analysis of specific tax situations.
New Client IntroSend documents through the secure portal, or put time on the calendar when something needs a conversation. Returns in progress, notices, mid-year questions — this is the way in once you’re engaged.
Secure File Exchange Book a Meeting