Free vs. Paid Initial Consultations
Many new clients ask if we provide a free initial consultation. The answer is YES (in some cases). We will always gladly provide a free initial meeting for a prospective client who wants to meet us and learn more about the services we might be able to offer.
Likewise, annual consultations for new and returning tax clients are included in our flat fee arrangements, and there is no additional charge for an in-person or virtual meeting.
However, new clients often want a consultation because they need accurate tax advice, often on very complex matters. We charge a minimum consulting fee of $275 for these consultations. This provides you with 40 min to discuss your tax consulting needs with one of our tax professionals, for them to give you some general tax information, and for them to gather enough information to spot relevant issues and determine a course of action. After this consultation, they will provide a quote for any additional consulting needed to address your issues precisely. Should you choose to retain us for these additional consulting services, we will provide a credit for your consultation fee on your initial invoice.
NEED QUESTIONS ANSWERED – for your specific situation?
- Book a Consultation appointment HERE – Tell us who you are, your location, and your situation. 40-minute consultation appointments are available at your convenience.
- Make your payment – All consultations require payment before the scheduled appointment.
- Attend your scheduled consultation appointment. During Zoom or an office meeting, Victoria Bogdanovich, CPA, will clarify your personal tax situation and answer any questions or concerns you have.