MEMBERS PLEASE USE THIS PAGE TO SCHEDULE CONSULTATIONS AS NEEDED
QUICK CHATS - BASIC ADVISORY
Quick Chat
Time: 15-20 minutes
Description: A quick 15-20 minute call or video meeting designed to answer basic, non-advice related questions that you have. For longer reviews and advisory services, you may need to schedule a longer, more in-depth session.
Fee: $75 ($0 for SIMPOLFIED Priority Access)
Click here to schedule
Quick Chat
(SIMPOLFIED MEMBERS)
Time: 15-20 minutes
Description: A quick 15-20 minute call or video meeting designed to answer basic, non-advice related questions that you have. For longer reviews and advisory services, you may need to schedule a longer, more in-depth session.
Fee: $0
Click here to schedule
TAX PREP & FILING REVIEWS
Initial Organizer Review
Time: 15-20 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $0
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Prep Questions
Time: 15-20 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $0
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Final Review
Time: 15-20 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $0
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TAX RETURN REVIEWS
Tax Review Call
Time: 25-30 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $150
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TAX ADVISORY CONSULTATIONS
Advisory | 25-min Consult
Time: 25-30 minutes
Description: A 25-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $150
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Terms
Advisory | 55-min Consult
Time: 55-60 minutes
Description: A 55-minute telephone or virtual strategy session to provide information, advice, and recommendations with respect to any tax or other tax-related matters.
Fee: $300
Click here to schedule
Terms