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Free initial meeting.  Can I buy you a cup of coffee?

We are fee-based tax and financial advisors.  We offer a free initial meeting that typically lasts 30 - 60 minutes, and involves a review of your prior year tax return.  Your prior year tax return is reviewed to determine that all deductions were properly taken, and the work required to complete your current year tax return.  The initial meeting can be by phone, or in person.  After the initial meeting, you will be given an estimate of the cost to complete your work.  It's then your decision whether to move forward.