Home / Services / Advisory & Planning / Free 15-Minute Consultation
Free 15-Minute Consultation
Fifteen minutes with a multi-state licensed CPA, in English or Chinese, by phone, video, WeChat or WhatsApp. Tell us what is going on; we tell you what you need and what it will cost.
What is included
- A first look at your situation and deadlines
- Which returns or filings you actually need
- A written quote within one business day if you want one
- Book online and get an instant confirmation
How to book
Pick a time on our online calendar (Monday to Friday, 9 AM–5 PM Eastern) and you get an e-mail confirmation and reminder straight away. Bring last year’s return or the letter you received if you have one.
Common questions
What if I need more than 15 minutes?
For in-depth analysis — foreign assets, planning, complex structures — book a paid consultation, or ask us for a written quote for the work itself.
Tell us your situation. We will tell you the fee.
A few short questions, a written quote within one business day, and a free 15-minute consultation if you would rather talk it through first.