Free vs. Paid Initial Consultations

Many new clients ask if we provide a free initial consultation.  The answer is YES (in some cases).  We will always gladly provide a free initial meeting for a prospective client that wants to meet us and learn more about the services we might be able to provide to them.  Likewise, annual consultations for new and returning tax clients are included in our flat-fee arrangements, and there is no additional charge for an in-person or virtual meeting.

However, often we have new clients that want a consultation because they are needing real tax advice often on very complex matters.  We charge a minimum consulting fee of $300 for these consultations.  This provides you with one hour to discuss your tax consulting needs with one of our tax professionals, for them to provide you with some general tax information, and for them to gather enough information to spot relevant issues and determine a course of action.  After this consultation, they will provide a quote for any additional consulting needed to specifically address your issues.  Should you choose to retain us for these additional consulting services, we will provide a credit for your consultation fee on your initial invoice.

Consultation fees are payable at or prior to your consultation and can be paid by check or credit card.  If you have any questions about a free or paid consultation, please contact our office.