Tax Preparation Discovery Consultation
“Know your numbers, reduce your risks, and file with confidence.
Service Description
This consultation is the first step to preparing an accurate and compliant tax return with YJCRUMP Solutions. Before we begin your tax preparation, we conduct a full review of your current tax situation to identify filing requirements, potential deductions, credits, compliance issues, and opportunities to lower your tax liability. During this session, we will: Review your financial situation and tax history Determine which forms and schedules apply to you (1040, S Corp, Partnership, Corporate, State returns, etc.) Identify potential tax savings, deductions, and credits Assess your business structure if applicable (LLC, S Corp, Partnership, Corp) Ensure you are compliant before we begin preparing your return Answer your questions regarding filing requirements, structure, or tax considerations This fee serves as a retainer and will be fully credited toward your tax preparation services should you choose to move forward with our firm. This ensures your investment applies directly to the work performed on your behalf.
Cancellation Policy
📌 YJCRUMP Solutions – Booking Policy Please review and agree to the following policies before submitting your appointment: 1. Appointment Confirmation Your appointment is confirmed once the booking form is completed and any required payment or deposit is submitted. 2. Payments & Deposits Deposits (if required) are non-refundable and applied toward your final fee. 3. Cancellations & Rescheduling A minimum 24-hour notice is required to cancel or reschedule. Late cancellations or no-shows will forfeit the deposit or may require a new deposit to rebook. 4. Late Arrival Arriving more than 10 minutes late may reduce your session time. At 15 minutes late, the appointment may be marked as a no-show. 5. Document Submission For tax and IRS-related appointments, all required documents must be submitted before the session. Lack of documents may result in rescheduling. 6. Communication Policy Tax advice, document review, and case details are only discussed during scheduled appointments. No tax work is conducted via text or social media messages. 7. No Refunds Due to the nature of tax and advisory services, all deposits and completed services are non-refundable. By submitting this form, you confirm that you have read and agree to these booking policies.
Contact Details
3845 Viscount Avenue suite 7, Memphis, TN 38118, USA
9018346868
yolanda@yjcrumpsolutions.com