Accounting so simple it's child's play! There is a saying, "if you can't explain it to a 6-year-old, you don't understand it." We have a straightforward, no-nonsense approach to the way we work and advise our clients.

DG Advisors have arranged a special "second look" offer for CVG Employees and DG Tax. If you'd like a second opinion on your last tax return to see if any deductions were missed, bring your last tax return to your financial meeting and for the discounted fee of $65, a DG Tax CPA will review your tax return and return it with recommendations in time for your next DG Advisor financial meeting. Should you choose to have DG Tax prepare your 2018 tax return, the review fee will be applied to that cost. After you have received your recommendations, you can schedule your one on one appointment with a DG Tax CPA to discuss further steps.

We, at Parkway Insurance Group, welcome you to be part of our family. Schedule a time so that we can complete a new customer registration. This will insure that we have all the necessary information for you on file, and that you are receiving all available discounts. Duration: 30 minutes

We, at Parkway Insurance Group, will contact you to inform about the progress of your claim, and to complete the required customer service steps, so that your claim is successfully finished. Duration: 15 minutes

We, at Parkway Insurance Group, have professional staff that have the mission of helping you review your policies. Please be prepared to take a few moments to tell me about your current situation. All appointments are in the Central Time Zone! Please adjust accordingly for your time zone. Appointments are phone, face to face, or web chat. Your confirmation email will contain all location, web chat, and contact information Duration: 30 minutes

You are booking an Initial Loan Consultation with My Mortgage Professionals. This can be done over the phone, via Video Conference or in person. This is when we have an initial chat about what it is you want to achieve and how we can help. We will gather some basic personal information like your full name, email address, etc. If we decide to continue with the loan application process, you will start to receive emails containing important information and actions to be taken. We look forward to speaking with you.

You are booking a Recommendation Presentation with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we present our loan recommendation following our initial discussion, loan interview and research into loan products that fit your needs and objectives. We will decide together how we proceed.

You are booking a Loan Interview with My Mortgage Professionals. This can be done via Video Conference or in person. This is when we talk about your needs and objectives. Educate you on the finance market and terminologies. Explain the process to be followed and how lenders operate. At the end of our meeting, you will understand exactly what to expect and how we will proceed.

Individual Tax Return - straight forward tax return, ie PAYG Summary, bank interest and deductions