Become a Client
To become a client, scroll to the bottom of this page, choose the type of consultation you want, and make an appointment online. Before you get there, read about our engagements, fees, and how to prepare.
Engagement Process
Fixed-Fee Invoice
Fees for tax preparation are based on the:
- Forms & Statements we prepare;
- Tax Documents analyzed or reported;
- Research & Calculations required.
50% of the consultation fee paid will be discounted from the final invoice. Discount valid for 7 days.
Initial Consultation
All our services start with an initial, one-on-one, consultation. Depending on where you are in the world, both in-person and video consultations are available. For those unable to visit our headquarters in Huntington Beach, appointments will be held in our newly constructed Virtual Office.
What To Expect
We use this time to gather the information needed to prepare your tax return. For you, it’s a great time to try us out, with less financial commitment, before becoming a long-term client.
How to Prepare
If you are missing a document on the date of your appointment, there is an automatic one-week grace period. All other situations will be evaluated on a case-by-case basis.
Coming Soon