Initial Business Needs Assessment
For owners who want the whole picture reviewed: books, structure, reporting and which service plan actually fits.
Book online
One hour. A straight answer.
Every engagement starts with an assessment. Pick the one that matches where you are, and we will tell you what we would do next.
Our services
Choose your assessment
Each appointment runs one hour, in person at the Briarwood Drive office or by video.
Initial Business Tax Assessment
For business tax specifically — preparation, planning, payroll tax, an open notice or an IRS matter that needs an Enrolled Agent.
Initial Individual Tax Assessment
For personal income tax e-filing — a review of your situation and the deductions available to you before anything is filed.
Before we meet
What to bring
Nothing is mandatory — come as you are. But the more of this you have, the more useful the hour will be.
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Last filed return
Business or individual, whichever this appointment is about.
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Current books
QuickBooks access, a spreadsheet, or a shoebox. All three are things we have worked from.
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Formation documents
If the entity already exists — or the idea, if it does not yet.
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Any open notices
IRS or state. Bring them even if you have not opened them yet.
407 Briarwood Dr, Ste. 210-E
Rather talk first?
Send a message instead.
If you are not sure which assessment to book, describe the situation and we will point you at the right one.
Office
407 Briarwood Dr, Ste. 210-E
Jackson, Mississippi
Hours
After-hours business solutions — evening and weekend appointments available
Still deciding?
Read what is in each plan, then book the assessment that matches.