A brief introductory consultation to discuss your tax needs and determine the appropriate FirmBiz service. This session is informational only and does not include tax preparation or document review.
Notes:
Complimentary consultation
Designed to set expectations and guide next steps
Paid tax reviews require an upfront, non-refundable fee
Investment: Complimentary no purchase required for consultation.
Appointment Length: 15 minutes
A brief introductory consultation to discuss your tax needs and determine the appropriate FirmBiz service. This session is informational only and does not include tax preparation or document review.
Notes:
Complimentary consultation
Designed to set expectations and guide next steps
Paid tax reviews require an upfront, non-refundable fee
Investment: Complimentary no purchase required for consultation.
Appointment Length: 15 minutes
Completion of the client intake and submission of all required documents via the client portal is required before services can be rendered.
