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Consultations
Schedule a Consultation with an Accountant
Set Up Your Consultation
Step 1 - Check Your Accountants Availability
Contact the Support Team
Call (718) 898-8730 or email support@paceaccounting.com with your request, along with possible dates and times. Our support team will check their schedule and confirm availability.
Once confirmed, please complete Steps 2 through 4 below.
Step 2 - Complete and Sign the Consultation Agreement
Step 3 - Complete the Payment Authorization Form
Step 4 - Upload Your Forms and Documents
Upload Your Consultation Agreement and Payment Authorization Forms
If you completed your Consultation Agreement online, then you do not need to upload.
Upload ANY documents that require review
If you have any documents that require review prior to your consultation, please submit them at least 48 hours in advance.
We look forward to helping you!
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