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Please choose from the following appointment types:

New Clients

Meeting with Business Development Professionals (Owner, Senior Tax Advisor, Counsel & Advisory Meetings)

Existing Clients

Meeting with Business Development Professionals (Owner, Senior Tax Advisor, Counsel & Advisory Meetings)

  • Please reach out to your desired person in the relevant Slack Channel. 

Networking / Vendors:

  • Please email Celine (Shauna A. Wekherlien’s Assistant) to determine the best fit for appointment needs.

Please note: we have a $50 no call/no show appointment cancellation fee.

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