New Client Consultation
Free - In-Store, video or phone
No obligation – simply an opportunity to discuss your situation and see if we are the right fit.
If you are considering working with us or would like to discuss your tax or business affairs, a New Client Consultation is the best place to start.
This initial meeting gives us the opportunity to learn more about your situation, understand the support you may need, and explain how we may be able to help.
During the consultation we may discuss topics such as:
- your current business or tax position
- a new business idea
- any challenges you are facing
- the services you may require
- how we can support you
The aim of the meeting is to explore whether we are a good fit to work together and to answer any initial questions you may have.
Most consultations take around 15–30 minutes.
Choose how you would like to meet
You can book a New Client Discovery Consultation in the format that suits you best.
🏠︎ In-store meeting
Meet with us at our office in Weston-super-Mare.
🎦 Online Meeting (Microsoft Teams)
Meet with us remotely via Microsoft Teams.
📞 Telephone Consultation
If you prefer, we can speak by telephone at a convenient time for you.
Still unsure which MTD plan fits?
A short call can save you time and prevent choosing the wrong level of support.
