Thank you for booking an appointment with us.
1. In advance of the call, please review my profile and our firm’s profile by scrolling up and clicking on “About” in the drop down menu at the top of this webpage.
We encourage you to get to know us in advance of the call so that time can be more efficiently spent understanding your situation rather than rehashing personal / corporate profiles / capability statements readily available here on this website
2. The available appointment slots are shown in the time zone of YOUR own device (phone, laptop, tablet etc). Please keep this in mind? You will also have an option to adjust the calendar time zones if you wish to do so.
3. Please provide your correct email address in booking. The appointment will be shown in the calendar connected to the email address you provide. There is no need to call or otherwise confirm the appointment in advance. Once you have an appointment, please consider it confirmed.
4. In advance of the paid consultation, you would need to execute the standard engagement letter for consultations. Unfortunately, if you fail to do so, we would need to postpone or cancel the appointment until the engagement letter is in place. You can access and complete the engagement letter Here.
5. If you need to cancel or change the appointment slot? Please do not contact us. Simply go to the calendar entry you created on your own device and upon opening it, you will see clear instructions for amending or cancelling appointments. It’s super easy.
6. We do not do free introductory calls. If you are booking a brief 15 minute call to allow us to better understand the scope of your situation? Please understand that we cannot provide any legally binding tax advice unless or until we are properly engaged by you. Please do not expect free advice outside of a paid, legal engagement or a paid consultation. Do not ask. Finally, we do not quote fees on the call. Again, it is a call to give us preliminary insight into your unique circumstances and any issues that require special attention. If you insist on free advice, I’m afraid that the call will be immediately terminated.
7. Our appointments are all on Zoom. Please download and test Zoom in advance of the call.
8. Here is the payment link to pay for a 1 hour Zoom consultation. You can skip this point if it is scoping call as explained above or if you already paid via another means. The non-refundable, payment of $500 must be made in advance of the Zoom call otherwise the appointment will be postponed / cancelled . You may complete your payment Here.
9. If you need help with pre migration tax planning? Please complete this in advance of the paid Zoom consultation. Click Here.
