Alpharetta CPA Tax Experts
Vincent Keith Everson, CPA, LLC
Introductory consultation Explained
Unlock Your Financial Potential
Begin with a complimentary, no-obligation meeting to explore your unique tax, accounting, and financial planning needs. Whether you’re an individual, small business owner, or corporate executive, our free introductory consultation lays the groundwork for a customized strategy that aligns with your goals.
What to Expect During Your Consultation
1. Client Needs Assessment
Review current financial situation, income streams, and past tax filings
Identify immediate pain points and areas for improvement
2. Goal Clarification
Define short-term objectives (e.g., maximizing this year’s deductions)
Set long-term milestones (e.g., retirement planning, business growth)
3. Strategic Roadmap Overview
Outline proactive steps for minimizing liabilities and boosting wealth
Highlight potential deductions, credits, and entity-structuring options
4. Next Steps & Engagement Options
Discuss package offerings for ongoing support
Provide transparent pricing and timelines
Why Schedule Your Free Consultation?
Expert Alpharetta CPA Insight: Leverage local and federal tax knowledge to your advantage.
Actionable Takeaways: Walk away with clear, prioritized recommendations—even if you decide not to engage further.
Risk-Free Evaluation: No fees or commitments required to get started.
How to Book
Online: Click the “Book Your Free Consultation” button and choose a time that suits you.
Phone: Call us at+1 (678)-566-3580
Email: Send your availability to Vincent@VincentKeithEversonCPALLC.com
Schedule a free meeting now and we will have a meeting to discuss your situation and your goals and can go into more detail about the next steps that we can take to help you achieve both your long-term and short-term goals. It will also serve as a low-risk way to find out if we are a good fit for each other.