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Initial Consultation
Every engagement starts here: a 45-minute session to understand your goals and the right services.
Service Description
All new client relationships begin with an Initial Consultation. In 45 minutes, we review your situation, your goals and any open tax matters, and recommend the right mix of services, whether that's tax planning, business or nonprofit tax work, Virtual CFO support, tax resolution, or audit and assurance. When you book, you'll answer a few short questions so we can prepare in advance. After the consultation, we send a service agreement outlining the scope and fees. The $150 consultation fee is credited toward your engagement fees if you move forward with our services.
Cancellation Policy
Cancellations, Rescheduling & No-Shows A card is kept on file to hold every appointment, including no-cost client check-ins and review meetings. You may cancel or reschedule online up to 48 hours before your appointment at no charge. Cancellations made less than 48 hours before the start time, and missed appointments (no-shows), are charged a $75 fee to the card on file. Initial Consultation: The $150 consultation fee is credited toward your engagement fees if you move forward with our services. If you do not engage our services, it is retained as the consultation fee. By booking, you agree to this policy.