1
Click below
Click the “Get Started Here!” button below to create an account in our client portal and provide some introductory information about yourself in a short survey.
2
Check email
A brief New Client Application will be sent to your email immediately for you to complete. It should take less than 10 minutes to complete.
3
Application
Complete the New Client Application in the Home page of your client portal account. Once submitted, we’ll receive a notification right away.
4
Review
If we think our services are a good fit for you and your tax needs, we’ll send you a link to schedule a discovery call with Matriarch.
5
Discovery call
We’ll have a 20-minute “Get to Know Each Other” call to learn more about your unique tax situation. Following our chat, we’ll send you a 3-tiered proposal.