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Decision on Retaining Us

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…

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Fee Estimate

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

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Providing our Recommendations and Advice

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…

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Addressing Your Questions

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.

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Tax & Legal Framework

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

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Factual Review

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.

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Scheduling & Payment

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.…

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