NEED TAX PREPARATION SERVICES?
- Complete client application – Tell us who you are, your location, and a little about your situation. We will review your information and schedule a Tax Discovery Zoom Meeting with you.
- Attend your scheduled Initial Tax Discovery Zoom meeting. This application is at no cost / no obligation. During the meeting, Victoria Bogdanovich, CPA, will clarify your personal tax situation by asking you various questions.
- Review your engagement package – Following your Chat appointment, Victoria Bogdanovich, CPA, will upload to that portal an engagement package (complete with the terms of our service, privacy policy, detailed price quote, and a checklist of items we require to complete the engagement).
- Engage our services—Follow the instructions on the cover page of your personalized engagement package so Victoria Bogdanovich, CPA, can begin work.
NEED QUESTIONS ANSWERED? Book an appointment HERE
There are never any surprises with our fees. Fees are quoted before the commencement of any work or the scheduling of any appointment.
We require a down payment equal to 50% of the amount quoted in an engagement package before beginning the work and the balance on completion. Payment in full is required prior to any consultation appointment.
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