TERMS & CONDITIONS

The Prospect Financial Solutions Free Tax Consultation is designed to allow prospective clients and our tax professional to get to know one another and to determine if we will be able to effectively serve you. The consultation will be limited to gaining a basic understanding of your situation, discussing possible resolutions for problems, considering potential strategies for tax minimization, and explaining basic tax law questions. The Free Tax Consultation includes up to one hour on the first in-person meeting; existing client are not eligible. The following services are not included:

  1. Preparation of tax returns
  2. Resolution of tax agency issues
  3. Payroll processing