New Client Information

Initial Tax Consult Information For Individuals

For our first tax consultation, you will need to bring your past tax information with you. Below is a comprehensive list of items I need to see to ensure that we can make the most of our initial meeting.

  • Original hard copies of all tax correspondence and notices, recent investment statements, retirement statements and any other documents used to prepare your Federal, State, and Local tax returns, such as W2s and 1009s.
  • Debt statements, a retirement statement, and any other bank statements indicating where you have your money.
  • Completed Federal, State and Local tax returns and supporting documents for the last three years.

In this initial meeting, we will look both for opportunities to amend your taxes and for any compliance issues that need to be addressed. If adjustments are necessary, we will discuss fees for those services.

Additional information and documents may be requested. All of your original documents will be mailed back to you and tax returns will be entered into our tax-preparation system.

The consultation also includes a financial survey to advise you of financial planning and tax preparation opportunities.

These initial consults usually run 45 to 90 minutes and are billed in 15-minute increments at $200 per hour. Please bring a check to the meeting.

At the end of the consultation, you have no further obligation to engage my services.

Initial Tax Consult Information For Businesses

For in-depth business tax consult information, please email us at or call us at 215-731-0510.