Schedule Your Prospective Client Consultation
We provide prospective clients with a 1-hour initial consultation for a $250 fee. In this meeting, we will review your two prior tax returns, address your specific tax questions, and give you a quote for future services. We charge for this meeting because we provide basic tax advice and recommendations based on the information you provide to us. If at the conclusion of the meeting we both want to move forward with an ongoing professional relationship, the $250 consultation fee will be applied toward your future fee for services. Our minimum fee for an individual tax client (Federal Form 1040 + 1 resident state and local return) is $500, and our minimum fee for a business tax client (Form 1120S, Form 1065, Form 1120) is $850.