Concultations
A consultation is the first step in working together. We'll review your situation, clarify your needs, and recommend the appropriate service before moving forward.
Consultations are designed to evaluate your situation and provide direction, not to complete tax preparation or resolution work.
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What's included:
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Review of your current situation
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High-level guidance and professional insight
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Identification of issues, risks, or opportunities
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Clear recommendations for next steps
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What's not included:
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Tax Preparation or filing
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IRS or state contact
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Detailed calculations or document processing
Free for New Clients | 15-30 Minutes​
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Best For:
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First-time clients
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Individuals unsure what service they need
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General tax questions
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Changes in income, filing status, or life events
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What We'll Cover:
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Overview of your tax situation
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Filing requirements and concerns
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Service recommendations and timeline
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Cost: Free (new clients only)
Free for New Business Clients | 30-60 Minutes​
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Best For:
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New or prospective business clients
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Business owners needing direction
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Unsure about entity structure or compliance
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What We'll Cover:
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Business structure overview
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Compliance and tax considerations
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Bookkeeping and payroll needs
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Recommended services moving forward
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Cost: Free (new business clients only)
For existing clients who need targeted guidance beyond general tax preparation
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Used For:
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Tax planning discussions
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IRS or state notices & resolution strategy
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Business entity setup or restructuring
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Prior-year issues or back taxes
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Tax situations that require analysis but not immediate preparation
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What We'll Cover:
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Focused review of a specific issue
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Strategy discussion and options
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Clear action plan and next steps
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Cost: $50
(May be credited toward a paid service, if it is included)
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