Book Consultation

$175.0030 min

Teams, Zoom, or FaceTime (depending upon your hardware/setup)

Book your 1/2 hour consultation session to discuss the process, what would be needed in order to provide customized guidance and specific advice, as well as, to set forth parameters for going forward and developing a game plan - unique to you. The first 15 minutes are at no cost, and any additional time will require advance payment, which will be discussed during the first part of our call. I believe in complete transparency and am bound by the Code of Professional Ethics to uphold strict standards to potential clients, which I am happy to do. However, bear in mind, that unless you are a client (which involves executing an engagement letter and paying in advance initially to allow me to provide tailored advice), I am prohibited from providing specific tax guidance on your particular situation.  I take the requirement to abide by the Code  of Professional Ethics as a Certified Public Accountant very seriously and thus, require that certain formalities be in place before any tax or business advice is provided. This serves to protect both parties.