Consultation Services

Individuals

Businesses

Every taxpayer has a unique situation and applicable tax laws can be tricky at times, but rest assured, we can help you with a timely and IRS-compliant filing of returns.

Here’s some tax information if you are:

• Military
• Students
• Parents
• Seniors & Retirees
• Self-Employed
• Gig Economy Workers
• Employees

Internal Revenue Services (2020). Retrieved from: https://www.irs.gov/individuals

We take care of your taxes so you can focus on your business. Get a one-on-one consultation for:

• Sole Proprietorship
• Partnership
• Limited Liability Company

Book an appointment

Terms and Conditions for Consultation Service:

 

1. The client may request for a consultation session by reaching out to Beyond Tax Solutions (the “Firm”) through e-mail, WhatsApp or Facebook Messaging.
2. Before proceeding, questions and clarifications are encouraged to be forwarded to the Firm’s e-mail address. The client must accept the terms and conditions of the consultation service in writing or by completing the questionnaire in the portal.
3. The client must provide complete documents and address all queries as requested by the Firm through MyTaxPortal or through the Firm’s e-mail address.
4. The objectives of the consultation is to address the client’s most immediate tax concern and promote the client’s best interest. The CPA may also discuss and identify the scope of further work during the session. Each consultation is tailored to the client’s needs. Only upon acceptance of the proposed agenda and pricing, will the CPA initiate any professional work.
5. The consultation fee covers the professional service the CPA will provide as the case may be. Should there be additional work, the CPA must acquire the client’s approval before proceeding. The consultation fee can be applied to the final invoice depending on the circumstance.
6. Follow-up questions are highly encouraged even after the consultation if directly related to the original concern. Another session may be availed and may incur additional fees.
7. The initial consultation fee must be settled thru preferred major online payment channels to reserve a consultation slot.
8. A 24-hour notice is required to reschedule an appointment. A 15-minute grace period is automatically granted to virtual meetings, after which, the CPA reserves the right to cancel and reschedule the meeting. Replacement slots cannot be guaranteed immediately. Cancellations may lead to the CPA opting to complete the consultation session via e-mail or phone call.
9. Strictly no refunds.
10. This year’s tax return preparation process continue to be all-electronic with a paperless document-gathering system. Clients will have to upload all their documents into our secure online portal on time to get started. Beyond Tax Solutions currently doesn’t offer walk-in services where clients bring in their documents in-person and wait for their tax return to be completed.
11. The consultation process is all-electronic with paperless document-gathering system through e-mail or MyTaxPortal. The consultation is done through Zoom or WhatsApp.

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