Remote Telephone Conference 

How does it work?

  1. Schedule a meeting, by using the "Schedule an Appointment" button located at the top of the page. If you want a remote meeting, please choose the the corresponding meeting request. If you are unsure of the services you may need or it isn't listed, please call our office at 407-830-5717 for further assistance.

  2. After scheduling an appointment you will receive an organizer package, via email, to help you get your documents together.

    1. We request that you forward us the specific information required, getting it into our hands 48 hours prior to meeting. Ways of transmitting your records will be outlined in the organizer package.

    2. *Please note* Your meeting may need to be rescheduled in order to account for preparation time prior to the meeting.

  3. Once the records are received, we will confirm the meeting time and date via email.  ​

  4. During the meeting you will discuss your specific needs directly with the CPA who will be in charge of preparing your services.

    1. A quote will be provided at the end of the meeting after the CPA has a better understanding of what your specific needs are.  

  5. Following the meeting an engagement letter and quote will be sent to confirm the agreement of the necessary services. Return the signed engagement letter.

  6. Once the service has been completed we will notify you of its completion by email, and ask for your preferred forwarding method. 

  7. Upon payment of the invoice we will forward you the completed service.

McNair and Associates, P.A. CPA's
1250 S. U.S. Highway 17-92, # 250
Longwood, Florida 32750

 

Telephone: (407) 830-5717
Facsimile: (407) 830-1601

 

 

Providing Professional Tax

and Accounting Services For Over 30 Years

Members Florida Institute of Certified Public Accountants

© 2015 ALL MATERIALS ON OUR WEB SITE (MATERIALS) ARE PROVIDED SOLELY FOR INFORMATIONAL PURPOSES.THE MATERIALS ARE NOT INTENDED TO CONSTITUTE LEGAL, FINANCIAL, TAX  ADVICE

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