Service Description

We offer a 15-minute initial phone consultation for new clients after we determine you are a good fit. This initial phone consultation is to get to know you and your tax needs. We will call you on the day of the scheduled appointment. We will email you a personalized quote after your consultation. New Business Client: The first step to working with the TaxUSign Team is to schedule a Virtual Bookkeeping & Tax Coaching session after this initial phone consultation. Please note there is a $50 non-refundable fee to schedule a phone consultation. If we agree to work together, the $50 will be applied to your next invoice. Disclaimer: Limit one per new client only.

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