Client next steps | The Matriarch Tax Service
THE MATRIARCH TAX
SERVICE
Client next steps

Choose your
starting point.

You do not need to have everything figured out. Choose the route that fits, or call Erica before you begin.

01

New here?

Begin with the intake questionnaire.

02

Already a client?

Use the client portal to upload documents and return to your file.

Open client portal
03

Talk first.

Call to ask a question or request an appointment.

Call Erica
One place to begin. A direct way to connect.