Book a 1:1 Tax Consult with a tax advisor (tax deductible)
Please read terms of service below.
Monday and Wednesday appointments
Consultation process
Book appointment
- Choose the appointment, and pay (PayPal)
After booking,
- you will receive an email confirming the consult and a second email with the link to a pre-consult questionnaire.
Day of consult: you will receive a reminder email
During the consult (zoom)
- I will cover taxation concepts pertaining to your particular situation, answer your questions and cover next steps.
After the consult
- Your questionnaire will be deleted to protect your privacy.
At tax time
- Write off the consult at tax time as a business expense (keep your receipts)
terms of service: there are no refunds on this service. The service is provided via zoom.In the event of a reschedule, a 24 hour advance notice via email is required and you must reschedule the appointment within the same week as your original appointment. Only one reschedule allowed. A No-show forfeits the rescheduling process. Booking a consultation means you agree to adhere to these terms.