Hi {ATTENDEE},

This is a confirmation of your upcoming meeting.

As a potential new client, please upload a list of questions you would like to ask the CPA to our secure document upload.

If you're a potential new tax client, please upload your previous tax returns, or if you're coming into the office, bring them with you.

This will allow our firm to better assist you with your tax or accounting needs.

Also, please bring/upload any necessary documents for answering any questions the CPA may have.

Email contact@sdocpa.com or call/text our office at (972) 296-0981 if you have any questions.

We look forward to seeing and working with you.

Meeting details:

Event: {EVENT_NAME}

Date & Time: {EVENT_DATE_ddd, MMM D, YYYY h:mma} - {EVENT_END_TIME} ({TIMEZONE})

Attendees: You & {ORGANIZER}

Where: {LOCATION} {MEETING_URL}