Home / Services / Advisory & Planning / Paid In-Depth Consultation
Paid In-Depth Consultation
A one-on-one session with a multi-state licensed CPA who prepares in advance and works through your specific situation — foreign assets, catching up past years, going global, crypto, real estate, audits.
What is included
- Advance review of the documents you send
- A focused one-on-one session in English or Chinese
- Clear options, risks and next steps
Prepared before we talk
Behind each session is several hours of preparation, so the time is spent on your decision rather than on background questions. Situations involving tens of thousands of dollars in tax or penalties are common.
Common questions
How is it different from the free consultation?
The free call is a 15-minute first look. The paid session is prepared in advance and goes deep into your facts and options.
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.