New Client Consultation

Service Description

If you are a new client, you must select this appointment before scheduling a service. During this appointment, we will review your prior year tax returns, records and provide consultation regarding your financial situation. Upon booking, we will provide you a questionnaire and request you upload tax documents before your appointment. Please note, the amount is applied to the consulting service and is nonrefundable. However, if you choose to select an additional service, the amount will be applied to the future service book. The additional service must be booked within 30 days to receive the credit. If you need to reschedule, you should contact our office to do so 24 hours before the appointment time. Failure to do so can result in a cancellation fee.

Cancelation Policy

To cancel a session or appointment, please contact our office within 24 hours prior to the appointment. Appointments not cancelled during this time period will not be allowed to reschedule. Please note, deposits are nonrefundable. Appointments can be rescheduled only once after cancellation.

Contact Details