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 provide to them. 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, often we have new clients that want a consultation because they need real 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 provide you with 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 specifically. 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?
- Book an appointment – Tell us who you are, where you are located, and a little about your situation. 45-minute consultation appointments are available at your convenience.
- Make your payment – All consultations require payment before the scheduled appointment.
- Attend your scheduled consultation appointment – Call the phone number that you will be provided upon scheduling your appointment. During the call, Victoria Bogdanovich CPA gains clarity on your personal tax situation and answers any questions or concerns you have.