First-Year Tax Compliance Client Evaluation: 15 Minutes

If you would like to purchase our tax compliance service for the first time, we require a complimentary 15-minute client evaluation before inviting you to sign up.

Price $0.00

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We are happy to accept new clients: Before purchasing our tax compliance service, kindly schedule a new client evaluation. During a 15-minute session, our co-managing member Darren Neuschwander, CPA, will determine if we are a good fit and provide a price quote. This evaluation does not come with tax advice; our consultations are for that. We do not require a new client evaluation for returning tax compliance clients, and entities that we formed.

To start the process, please email us at to request a "new client evaluation" in the subject line. (Alternatively, "Add To Cart" on this page and Checkout for $0.)

How the new client evaluation works

We start by communicating with you about the new client evaluation process. Next, we email you instructions to upload your prior year tax return to our secure and encrypted filing sharing service for our confidential review.  We then email you a link to schedule your appointment with a member (partner) in our firm (by phone or Skype).

During the evaluation session, we will communicate our value and an estimate of our fees. If you and we decide to move forward, we will invite you to sign up for our tax compliance service.

You only need one evaluation for multiple tax compliance engagements, including entity and individual tax returns.

We look forward to getting to know you soon.

Thank you,
Robert A. Green, CPA
Darren L. Neuschwander, CPA
Managing Members