50 Min Accounting & Tax Advisory
Subscription-Based Clients
Service Description
This is a 50-minute session for paid business package clients. We also offer a discovery Zoom consultation for individuals and businesses. This discovery session is to evaluate your tax situation and to see how we can save you money. We request you to upload documents to our secure guest exchange portal before our scheduled meeting to review your tax return and financial statements. We will also identify mistakes, missed opportunities, and tax savings strategies. Returning clients not on the current monthly package: $250 per session. The invoice will be sent after the session is booked. Must be paid prior to our session. This does not include IRS or DOR audit representation. Please contact us directly to discuss these tax matters.
Cancellation Policy
We ask you to give us a 24 hour notice for any scheduling changes. If you are unable to provide us with the appropriate notice to reschedule or cancel your appointment, you will be charged the full amount of your appointment. You will no longer be allowed to schedule appointments in our firm. All payments for services are non-refundable. No refunds or credits for partial services will be refunded to a client upon cancellation.
Contact Details
Kent, WA, USA
+12066789983