Comprehensive Consult - Terms

What you are booking

The Comprehensive Strategy Consult is a paid strategy engagement. The deliverable is your written Game Plan - a documented tax-strategy roadmap tailored to your business and investments. The consult is a strategy and planning service. It does not include preparing or filing tax returns.

Consult scope by tier

You select the tier that matches your situation when you book, so you pay the correct amount for the work involved. Scope by tier:

If your situation is more complex than the tier you selected, we will let you know and align on the correct tier before we deliver your Game Plan.

Payment

Payment is due at the time of booking through our secure checkout (processed by Stripe). Your consult time is reserved once payment is received.

Scheduling, documents, and expiration

Your Comprehensive Consult is a scheduled meeting, not an open credit. Here's how it works:

• Your rate is tied to your booked date. The rate you pay is locked for the meeting date you choose when you book. Seasonal rates (June through October) can only be booked up to 30 days ahead.
• Documents are due 3 business days before your meeting. After you pay, we send a secure TaxDome request listing what we need. We need everything at least 3 business days before your meeting so your Game Plan is built on real numbers.
• One reschedule. You may reschedule once, with at least 1 business day's notice, to any open date within 90 days of your purchase. Your locked rate stays the same.
• Missing documents = rescheduled meeting. If your documents aren't in by the deadline, we may move your meeting. That move counts as your one reschedule.
• Your consult expires 90 days after purchase. If it hasn't been held by then, including because documents never arrived, what you paid can be applied to a new consult at the then-current rate within 12 months of your original purchase. After that, it's forfeited.
• Refunds. The consult fee is non-refundable once you book, except for a full refund if BBSI Tax has to cancel and can't offer a new date.

10-day onboarding credit

If you choose to move forward with ongoing BBSI Tax services within ten (10) days of your consult, the full amount you paid for the consult is credited toward your onboarding. This credit is a signing incentive to help you get started - it is not a refund of the consult fee.

Tax return preparation is separate

Preparing and filing your tax returns is a separate service, quoted on its own based on the returns and complexity involved. It is never bundled into or implied by the consult. You always know exactly what you are buying.

Questions

If anything here is unclear before you book, reach out through our contact page and we will walk you through it.

BBSI Tax - Canyon Lake, CA. These are the firm's standard consult terms and may be updated from time to time; the version in effect at the time of your booking applies.