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 require new clients to have a "First-Year Tax Compliance Client Evaluation: 15 Minutes" before inviting you to purchase our tax compliance service. (Returning tax compliance clients do not need this new client evaluation.) We want to see if we are a good fit for each other.

Kindly do not expect answers to tax questions during this client evaluation. You are welcome to use our consulting service for tax questionsincluding whether or not you qualify for trader tax status. 

To start the process, please email us at to request a "First-Year Tax Compliance Client Evaluation: 15 Minutes" in the subject line. (Alternatively, "Add To Cart" on this page and Checkout for $0.)

How the 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