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Frequently Asked Questions
What do you need for my initial consultation?
For your initial consultation, please upload your 2 most recent tax returns (business and personal), profit and loss statements, information about your real estate holdings, and any specific tax questions you'd like to discuss. The more information you provide, the more tailored our recommendations can be.
How long does the comprehensive consultation take?
Our comprehensive consultation typically lasts up to 2 hours. This includes a review of your current tax situation, discussion of your financial goals, and development of preliminary tax strategy recommendations. Following the consultation, we'll provide a detailed written summary of our recommendations.
Do you offer virtual consultations?
Yes, we offer virtual consultations via Zoom. Our clients prefer the convenience of virtual meetings, especially those with properties in multiple locations. Our virtual consultations provide the same level of personalized service and strategic advice.
What is your cancellation policy?
We require 24 hours notice for cancellation or rescheduling of appointments. Late cancellations or no-shows may be subject to a fee. We understand that emergencies happen, so please contact us as soon as possible if you need to change your appointment.
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