Tax Discovery Call - 20 minutes

Service Description

The purpose of this call is to review your situation and determine whether I may be able to assist, and if so, what the appropriate next steps may be. During this conversation, I will ask a series of questions about your circumstances so I can better understand the nature and scope of the matter. If working together appears to be a good fit, I will outline the engagement structure that would be most appropriate for your situation. This call is intended for individuals with a specific tax matter they are seeking assistance with. In general, discovery calls are most appropriate where the tax impact involved is approximately $20,000 or greater, or where multiple tax years or significant IRS matters are involved. It is not designed for general tax questions, routine tax preparation inquiries, or unrelated financial topics. Please note that discovery calls are limited to one per person. If, after reviewing your submission, it appears that your situation falls outside the scope of this call, the appointment may be declined or redirected to a more appropriate option. Additional consultation options may be available through paid advisory sessions or other resources listed on the booking page. Thank you for your understanding and cooperation. Paid consultations have no thresholds and may be booked here - https://www.asnconsulting.co/booking-calendar/1-hr-private-trust-or-tax-consult-call . There are also more economical email support options on our booking page here - https://www.asnconsulting.co/services . Thank you!