CPA Tax Consultation Service

Initial Phone Consultation

We appreciate that as great as any website can be - you may want to speak with a tax professional on the phone to discuss your situation before having us work on your case.

That is why we offer a free Initial Phone Consultation with one of our tax advisors on the phone (up to 30 minutes). This service is free - but will require a $50 retainer towards your tax preparation fees.

1. Who can order the consultation

2. Cost

3. How to order the service

4. How far in advance do you have to order it?

5. What kind of questions are appropriate for this service

6. What if I just want to speak to someone to find out about your process and ask general questions that are not tax specific, before I know that I’d like to have you work on my case? Can I speak with someone without paying the $50 retainer?

7. What if I have high-level tax planning questions, do you offer a consultation service where we could have them answered?