Getting Started

I do not take on consulting clients for less than $975.00. However, if our initial call lasts for less than 2 hours, you can use the remaining time for questions you may have in the future or apply the balance towards tax preparation services. I charge in 15-minute increments. I require that the $975.00 be paid in advance. I’ll send you an E-Invoice to pay the retainer from a US account via bank debit after I receive your introductory email and brief fact pattern. If you would like to schedule a call, please send me an email suggesting a time and make the $975.00 payment or call (541) 923-0903. If you decide to proceed with a professional relationship, I would prefer to review documents prior to the consultation. Sensitive documents may be sent securely using my Secure Portal.

The “minimum charge” for tax preparation is $975 The final price is determined after “scope of work” is established. I establish scope of work by reviewing documents. The types of documents needed for the review will be outlined in response to your introductory email and brief fact pattern. There is “no charge” for reviewing documents and providing a price quote. So, you are in control of the process. If you decide not to proceed after my review you owe me nothing. Sensitive documents may be sent securely using my Secure Portal. If I’m able to accept you as a client, I’ll send you my standard engagement letter for your review and approval. Once the engagement letter is approved and the retainer paid; I’ll lay-out my work plan and your responsibilities in detail.