Intimidating tax appointments end here.
Feel at ease working with
Johnson Messal Bristow PLLC.
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Initial Phone Call
When you contact us, you will speak to our Client Service Coordinator to schedule a Discovery Meeting.
Our team will correctly match you with one of our Partners.
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Discovery Meeting
Done in person or via video conference, our Discovery Meeting is meant first and foremost to get to know you.
We will also discuss what you can expect from us. We will go over our policies and procedures. We want you to understand our process, the scope of the engagement and how we work with your other advisors. You may also meet key team members that may be working in collaboration with our Partners on your account.
What to have prepared: Your Prior Year Tax Return -
Quote Provided
Depending on the capacity and complexity of the engagement, sometimes our Partner can provide a quote during the Discovery Meeting.
For more complex cases we will follow up with a detailed proposal.
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We Get To Work
Once we are approved, we engage and get to work for you. You are officially part of the JMB Family.