• About Us
    • Small Businesses
    • Mid-Size Businesses
    • Individual Taxpayers
  • Tax
    • Business Tax Preparation
    • Individual Tax Preparation
    • Trust and Estates Tax Preparation
    • IRS Audit
    • Unfilled Tax Returns
    • Tax Consulting
  • International Tax
    • Expat Taxation
    • New US Residents
    • Foreign Assets Reporting
    • Inbound International Tax
    • Outbound International Tax
    • Dual Status Taxpayers
    • Foreign Trust Taxation
    • Foreign Investment in US
    • FATCA compliance
    • Int’s Bookkeeping
  • Accounting
    • Financial Statements Preparation
    • Review of your Books
    • Quickbooks
    • Xero Accounting
  • Advisory
    • Business Best Practices Coaching
    • Entity Structure & Tax Elections
    • Accounting System Analysis & Implementation
  • Pricing
    • Free Initial Meeting
    • Tax Return Fees
    • Manageable Cost for Service Year Around
    • Free Quote
  • Portal
  • Contact Us
info@victoria-cpa.com
CLIENT PORTAL
Victoria Bogdanovich CPAVictoria Bogdanovich CPA
Victoria Bogdanovich CPAVictoria Bogdanovich CPA
  • About Us
    • Small Businesses
    • Mid-Size Businesses
    • Individual Taxpayers
  • Tax
    • Business Tax Preparation
    • Individual Tax Preparation
    • Trust and Estates Tax Preparation
    • IRS Audit
    • Unfilled Tax Returns
    • Tax Consulting
  • International Tax
    • Expat Taxation
    • New US Residents
    • Foreign Assets Reporting
    • Inbound International Tax
    • Outbound International Tax
    • Dual Status Taxpayers
    • Foreign Trust Taxation
    • Foreign Investment in US
    • FATCA compliance
    • Int’s Bookkeeping
  • Accounting
    • Financial Statements Preparation
    • Review of your Books
    • Quickbooks
    • Xero Accounting
  • Advisory
    • Business Best Practices Coaching
    • Entity Structure & Tax Elections
    • Accounting System Analysis & Implementation
  • Pricing
    • Free Initial Meeting
    • Tax Return Fees
    • Manageable Cost for Service Year Around
    • Free Quote
  • Portal
  • Contact Us

Free Initial Meeting

Home PricingFree Initial Meeting

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?

 

  1. Book a Consultation appointment HERE – Tell us who you are, your location, and your situation. 40-minute consultation appointments are available at your convenience.
  2. Make your payment – All consultations require payment before the scheduled appointment.
  3. Attend your scheduled consultation appointment. Call the phone number provided upon scheduling your appointment. During the call, Victoria Bogdanovich, CPA, will clarify your personal tax situation and answer any questions or concerns you have.

 

Recent Posts

  • Tax planning for physicians May 23, 2025
  • Lower Auto Depreciation Limits Issued for First Time in at Least 3 Years March 13, 2025
  • The Potential Tax Liabilities of a Divorce February 10, 2025
  • Final Regs Address Taxes on Gifts to Taxpayers from Ex-U.S. Citizens, Residents February 6, 2025
  • Be Aware of Changes to Family Tax Credits February 3, 2025
Experience something completely different. Start Here

Contact Info

  • Victoria Bogdanovich, CPA
  • 3321 Bee Cave Rd Ste 201
  • 512-814-8311
  • info@victoria-cpa.com
  • www.victoria-cpa.com

Fresh from blog

  • Tax planning for physicians
  • Lower Auto Depreciation Limits Issued for First Time in at Least 3 Years
  • The Potential Tax Liabilities of a Divorce
  • Final Regs Address Taxes on Gifts to Taxpayers from Ex-U.S. Citizens, Residents

© 2022 victoria-cpa.com

  • Home
  • About
  • Contact