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Consultation Type
Conference Call
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Office Most Convenient for You
Walnut Creek
El Cerrito
Other Days You're Generally Available (check all that apply):
Monday
Tuesday
Wednesday
Thursday
Friday
Other Times You're Generally Available
Morning (9-12)
Afternoon (1-4)
Additional Information to Help Us Prepare
Solutions I'm looking for in the next 12 months (check all that apply):
Virtual CFO
Tax Preparation
Tax Planning
Accounting & Bookkeeping
QuickBooks Consultation or Training
IRS Representation
Human Resource Consulting
Business Consulting
Family Office Administration
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Individual/Family
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