Tax Consultation

Service Description

Bring your tax documents and let me do all the work to find the best tax breaks and get you the biggest refund (or smallest payment due). A 15 minute telephone consultation is free. A $100 non-refundable fee is due when you engage services or if you would like to meet in person. Tax preparation begins at $125 for individuals and increases based on complexity of tax return. You will receive a written estimate at the initial consultation, or by email within 24-hours of meeting. No services are performed without a signed agreement for your protection. Ask for a discount for completing a Tax Organizer! Visit our File Share section for a FREE tax prep checklist. Please only bring COPIES of documents to your consultation. (If you do not have copies, we will scan your papers so you may retain your originals for 7 years, as required by the IRS).

Cancellation Policy

Please note that retainers are non-refundable. Contact our office to reschedule or discuss options. If your appointment requires travel to your location, an 8 hour advance notice is required for refund of travel fees paid in advance.

Contact Details