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 the information prior to your appointment. Please note, the amount is applied to one hour of consulting service and is nonrefundable. If the client needs to reschedule, should contact our office to do so. You may be assessed a cancellation fee.

Cancellation 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