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Initial Consultation - No Charge.
Planning Fee - Mr. White normally charges a flat fee to gather the facts and prepare a written report to the client that describes the facts and the revaluates the options, and recommends a plan of action. The planning fee, which includes the preparation of a detailed financial statement and any delinquent tax returns is set at the end of the initial client conference and is payable in full before any further work is done. The planningg fee (exclusive of the cost of preparing return) never exceeds $2,500.00.
Fee For Further Work - The report to the client will set a fee for doing the work needed to complete the plan and that fee will be payable in full before any further work is done.
Call for Initial Conference
To schedule an initial consultation, please call me:
(805) 682-6165and have the information outlined below at hand. Alternatively fill out and submit the following:
First Name
Last Name
Street Address or Post Office Box
City, State and Zip Code
Home Telephone Number
Work Telephone Number
Your Description of Problem
Tax Problem 1
Print and send form to address provided below
If you call and get an answering machine, leave me as much information as possible. I will call you back to review your case. If you you use email, the information can be sent to kemblewhite@cox.net, and I will call you back at one of the times you suggest.
