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Consultations

Schedule a Consultation with an Accountant

Set Up Your Consultation

Step 1 - Check Your Accountants Availability
Contact the Support Team 
Call or email with your request, along with possible dates and times. Let us know what the consultation is regarding, include as much detail as possible, and how much time you will need. Our support team will check their schedule and confirm availability and pricing. 

Our Consultation Rate is $300.00 per hour, billed in 15-minute increments. There is a minimum charge of $200.00. A retainer for the first hour is required, along with a payment method for the balance. Depending on the time needed, the amount of the retainer may vary.
Step 2 - Complete the Consultation & Retainer Agreement
Consultation Agreement
REQUIRED
Our team will set you up in our TaxDome Client Portal and send you the Consultation Engagement Letter and Retainer Agreement. Once you sign and pay the required retainer, they will confirm your date and time.
 
Step 3 - Accept the Meeting Invite
Meeting Invitation
Customer support will send you a calendar invite for your virtual Microsoft Teams Meeting, phone call, or in-office meeting. 
Step 4 - Upload Documents for Review (Optional)
Upload ANY documents that require review 
If you have any documents that require review prior to your consultation, please submit them at least 48 hours in advance. 
We look forward to helping you!
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