Service Description

Our Paid Tax Consultation is designed for individuals and business owners who need personalized tax guidance before submitting documents or who have complex tax questions that require focused, one-on-one attention. This service allows you to speak directly with a tax professional about your situation so you can move forward with clarity and confidence. What This Consultation Is For This consultation is ideal if you: Have tax strategy questions Need guidance before uploading documents Have Earned Income Credit (EIC) or dependent-related questions Are self-employed or have business income Have received IRS notices or prior issues Want clarity before filing ⏱️ Consultation Details Duration: 60 minutes Investment: $125 per hour Format: Phone or virtual meeting During your consultation, we will: Review your concerns Answer your tax-related questions Explain next steps Help you understand your options 💳 Consultation Fee Credit (Important) If you choose to move forward with tax preparation services within 7 days of your consultation, your $125 consultation fee will be applied toward your tax preparation service. This ensures your consultation is an investment — not an extra cost. 📌 Important Notes This consultation does not replace tax preparation. Document upload is still required to complete your return. Pricing for tax preparation is provided after document review. Refund amounts and credits are never guaranteed. 🤝 Prefer Not to Book a Consultation? No problem. Most clients choose to upload their documents first, which allows our team to review everything and reach out if clarification or additional guidance is needed. Uploading first is often the fastest and most cost-effective way to move forward. ✅ How to Get Started Book a paid consultation using the link below or Upload your documents securely to begin tax preparation We’re here to support you — at the right time, in the right way.