NEED TAX PREPARATION and ADVISORY SERVICES?
Click Here to Complete Client Application
- – Tell us who you are, your location, and 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? Specific to your situation?
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Our fees are never surprising. They are quoted before work commences or appointments are scheduled.
Payment in full is required before any consultation appointment.
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