New Client Consultation

Service Description

New to TaxMedics? Start here. In this first conversation we get to know you, learn about your tax situation, and figure out exactly what you need, whether that's a tax return, help with a tax problem, planning, or ongoing support. A $30 consultation fee is due when you book and is credited toward any service you choose with us. Need to change your time? Cancel or reschedule at least 24 hours ahead for a full refund. Bring any recent tax returns or letters you have. Meet with us in one of our offices, by video, or by phone. Choose in office, video, or phone when you book.