Consult booking
A consult that comes with a checklist.
Pick the service and a time. Your confirmation includes a document checklist matched to your situation — so the meeting starts at the answers, not the fishing expedition.
Booking form and what happens next
Consult requested ✓
Here's what happens next:
- The office confirms your time by email the same business day.
- Your document checklist arrives with the confirmation — matched to what you asked about.
- Cleanup consults include a free look at your actual file before anything is quoted.
- You leave with a flat quote in writing — the engagement letter follows the same week.
Rules of the house
- IRS letter or a deadline this week? Call (817) 555-0186 and mention the deadline — those calls jump the queue.
- Cleanup file reviews are free, always.
- Every fee lands in an engagement letter before work begins.
- Most clients work fully remotely after the first meeting.
Want the fee first?
Run the fee estimator — every service priced by size and situation in 20 seconds.