Have the month in mind, even if the folder is incomplete. A bank export is useful. A list of people you pay is useful. A perfect binder is not required.
If the only thing you can bring is the name of that month, bring the name. Older years can stay in the drawer until a later call.
If a lender letter is the reason for the call, bring the sentence that asks for a signed report. We can tell you quickly whether that sentence is the empty box.
Write down the date you are worried about. The 20th, 15 April, and 15 May are the common ones. Your date might be one of those, or it might be a fiscal-year date you already know.
What the call will not decide
The call will not pick a refund figure, and it will not end in an opinion letter on the statements. When a lender letter asks only for that letter, we decline in the first few minutes and stop.
The call also will not open every month you have ever had. We leave with one month named, or with a clear no. A written scope comes after, and the scope is what starts the work.
If payday is not set up, we can talk about setup on that call. We still will not run payday for you afterward. You keep that.
The ride is not the meeting
The M-Line streetcar's Uptown leg links West Village with the Arts District along McKinney Avenue. We take that car when our own errand runs that way. Your meeting about one month is not that ride.
The picture on this page is the bronze cattle at Pioneer Plaza, at the edge of downtown. A walk past those steers is a pleasure we take too. It is not the meeting. The meeting is still one company and one month.
You can take the call from a kitchen table. You do not need to come to a lobby. The practice publishes no street address, and this page will not invent one.
Choose a time
The frame loads after this opening so the page stays put. A frame that never appears still leaves the form on this page, and that form can carry the month.
The calendar stays blank until you open it. The page does not jump down to the frame.
Or send the month instead
If the calendar is full or blank, name the month here and a working day you can talk.
You will be talking to the Steven Palmieri practice.
