Virtual Bookkeeping & Tax Consultation
Individual and Business Clients
Service Description
50-Min Virtual Consultation Session (no partial hours): During our 50-minute virtual session, we will: -Identify your bookkeeping and tax needs -Review your accounting software and current setup -Analyze your financial statements -Identify areas of noncompliance, mistakes, and missed opportunities -Evaluate your current tax situation and potential planning opportunities -Provide expert bookkeeping and tax guidance tailored to your business -Share helpful resources You’ll receive an email summary of our consultation session and personalized action items to help you move toward your goals along with the next steps. Virtual consultation will be provided via Zoom on a 1-1 basis. $350 for 50 minutes (no partial hours). Please note there is a $350 non-refundable reservation fee to schedule your consultation session. If we agree to work together, the fee will be applied towards the onboarding fee. 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