Eck Tax & AccountingPark Ridge, New Jersey

Prepared for Brian and Audrey

Brian and Audrey, welcome to your resource room.

Thank you for completing your new client questionnaire and sending your documents, and thank you to Rich Sandor for introducing us. We look forward to talking with you tomorrow. This page shows where you stand, what to expect from your call and how to reach us.

Your call detailsClient portal

Where you are

Your onboarding, so far.

Updated November 11, 2026. We move each step forward here as it happens.

Your account

Active since November 6

Questionnaire and documents

Received November 6

Introductory call

Tomorrow, 10:15 AM

What we heard

What you asked us to help with.

From your booking form and questionnaire. We will go over the details with you on the call.

GOAL 01

Perspective on a business you are considering buying.

We will talk through how we can help you evaluate it.

GOAL 02

Advice from a review of the business's financials.

We will explain what we would look at and how.

GOAL 03

A plan for your back-office systems from day one.

We will map out what you need in place and when.

Your call

Tomorrow's conversation, at a glance.

Times are Eastern.

Tomorrow

New Client Meeting

Thursday, November 12, 2026 · 10:15 to 10:45 AM

With
Chris Eck, CPA
Where
Zoom
Link
In your Calendly confirmation email
What to expect

A 30-minute conversation.

Chris has your questionnaire and documents to work from. He will ask about your plans and timeline, explain how we work and tell you what we would suggest. You will leave knowing the next steps.

Need to reschedule?

Our process

How we work together.

Seven steps, all in your secure client portal.

TaxDome help center →
  1. Your live status

    Step 1

    Introductory call

    We look at where you stand and what you need.

    Tomorrow, 10:15 AM

  2. Step 2

    Engagement letter

    Sign the engagement letter and pay your deposit online.

  3. Step 3

    Organizer & checklist

    Fill out a short questionnaire and see what we need.

  4. Step 4

    Upload your documents

    Drag files in or snap photos with the app.

  5. Step 5

    We prepare and review

    Our team prepares your return and reviews it.

  6. Step 6

    Tax return delivery

    Review, approve, pay and sign, all in the portal.

  7. Step 7

    We file, you keep a copy

    We file your return and your copy stays in the portal.

Quick answers

Questions and resources, in one place.

Tap a row to open it. Still stuck? Call us or email the office.

Browse the help center →
01How do I join the call?

Open the Zoom link in your Calendly confirmation email a few minutes before 10:15 AM. If you cannot find it, check your spam folder or call the office.

02What should I have ready?

Nothing more is required. You have already sent your questionnaire and documents. If you think of anything else, upload it in your client portal or mention it on the call.

03What happens after the call?

Chris recommends next steps and sends pricing. If you decide to work with us, we send an engagement letter to sign and a deposit to pay online. Your portal is already set up.

04Who do I contact with a question?

Call the office at (201) 316-5582 or email office@ecktax.com.

Your contact

Questions? We are here.

Call, email or book a few minutes with Chris.

Book a callClient portal
Phone(201) 316-5582
Emailoffice@ecktax.com
Office1 Maynard Drive, Suite 1205
Park Ridge, NJ 07656
Portalecktax.com/login