For Tax Preparation Clients: We will use this to go over any questions you have about your return preparation or the version presented to you for signature. This may not be billable, depending on the nature of the call. I will inform you in advance if charges will accrue to your Invoice.

Tax Representation Clients: If this call is to review the Engagement/Proposal and Retainer Agreement, this will be complimentary. Once an Engagement has started, depending on the Engagement and Stage, time will be charged against your retainer.