Meeting With Us

• Who will I be talking with on the call?
• Why do you require a scheduled time?
• How do I prepare for the call?
• Why do I need to provide my U.S. tax returns?
• How will I know that the documents I send are secure?
• What happens after the call?
• How long does the call last?
• What times are available for a call?
• Why do I have to fill out an application?
• When do I need to submit the application and my tax returns?
• Will I get my specific tax or wealth questions answered during the call?