Private Consultation
TALK IT
Not sure which service fits, whether your notice is serious, or what your situation is even worth? One unhurried conversation with a tax professional — and the fee is credited toward any engagement that follows.
Two questions, answered
YOUR SITUATION.
The Situation, Sized
Thirty to forty-five minutes on your facts — which service fits, what the timeline looks like, and what it will cost.
- Which service fits, decided
- Fee quote in writing
- Deadlines on the calendar
The Second Opinion
Already filed, already responded, already quoted? Bring it — a professional review of where you actually stand.
- Your documents reviewed live
- A clear yes-or-no on exposure
- A written summary to keep
The full register
EVERY QUESTION
Bring the mess, not the summary — raw documents, half-finished forms, the letter you haven't opened. The conversation works better with the real thing.
The investment
ONE CONVERSATION,
Per session
Reserve a time on the firm's scheduler, meet a professional, and leave with a written summary. Proceed with any engagement afterward and the $150 is credited.
Consultations are private conversations, not engagements — no tax advice is rendered until an engagement agreement is signed. The session fee is credited toward whichever service follows.
How it works
Reserve a time.
Pick a slot on the firm's scheduler and tell us what the conversation is about.
The conversation.
Thirty to forty-five minutes with a professional — your facts, on the table.
The summary.
A written recap: what applies, what it costs, and the next step — credited if you proceed.
READY TO RESERVE YOUR TIME.
Pick a slot on the firm's scheduler — we'll confirm it and send the details.