Initial Consultation Process

In the end of the Initial Consutlation, we will ask you to make a decision to retain us (in case any additional work is needed). When you decide to trust us with your tax concerns, we will start the client…

We will also provide a fee estimate for any additional work, in case we determined it may be required in your situation.

At this point, we will provide you with our recommendations and tax guidance on addressing your tax issues. If we believe that additional work may be warranted, we will recommend it. Otherwise, you may have everything you need to address…

We will, of course, address all your questions. Note that in rare cases, we may need to follow-up after the meeting in case we may need to confirm certain tax treatment.

We will then review options available to you to address your tax issue or to solve your tax dilemma.

At this point, we will identify and review potential tax exposure and any other tax issues that may need to be addressed in your situation.

We will provide an overview of applicable tax and legal framework so that you understand the tax treatment applicable to your facts and circumstances.

After we addressed preliminary administrative matters, we will review your facts and documents (as applicable), ask you additional questions, and try to understand your objectives and tax issues you are facing and would like to resolve.

During the initial consultation, we will provide our recommendations and preliminary advice, as well as a fee estimate for any future work. At the end of the meeting, we will typically expect you to make a decision on whether to…

Our Initial Consultation process starts with scheduling a meeting (in person, by video or by phone). You can choose a desired duration for the consultation, although we would typically recommend a particular length of consultaiton, depending on your tax issue.…