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Consultation Engagement Terms

Booking confirms that you have reviewed and agreed to these terms.

Scope of Services

A paid consultation provides professional guidance and answers to your questions related to tax matters, bookkeeping, and general tax optimization. Advice is based solely on the information you provide and limited to the time scheduled.

A consultation does not include:

• Preparation or filing of tax returns.
• IRS or State representation.
• Document preparation or bookkeeping services.
• Legal, investment, financial planning, or securities advisory services.

If additional services are needed, they will be offered separately under a new engagement and pricing.

Fee & Payment

Payment is required in full prior to the consultation when applicable. Initial strategy and insurance advice consultations are free as stated. Fees are not dependent on tax outcomes, refunds, credits, or savings.

Rescheduling, Cancellation & Refunds

• Rescheduling 24+ hours in advance: no fee.
• Cancellations less than 24 hours prior or no-shows: non-refundable when a fee applies.