Meeting Guidelines
Free Consultation
- New Business Inquiries and Discussions
- General Nature of Services Offered
- Basic Understanding of Client's Needs
- Fee Quotation
- Determine Timeframe for Task Completion
- Current Business Clients - to Review Financials or Discussion
Paid Consultation
- Specific Tax Questions and Solutions
- Advice on Specific Personal Tax Matters
- Guidance on Different Tax Matters
- Tax Scenarios, Planning, and Asking Solutions
- Tax-Saving and Tax Compliance Discussion
- No show up fees will apply ($50), 24 hours cancelation notice is required.