
Private Consultation
Service Description
A private 30-minute phone strategy session reviewing your tax and financial position, identifying opportunities and outlining your next steps. The $250 fee is paid in full when you book, and your time is reserved only after payment. Once scheduled, this consultation is non-refundable. You may reschedule up to 24 hours before your appointment.


Cancellation Policy
Private Consultations are $250, paid in full at the time of booking. Your appointment is not reserved until payment is received. Once your consultation is scheduled, the $250 fee is non-refundable. If you need a different time, you may reschedule up to 24 hours before your appointment. Missed appointments and late cancellations are not refunded. If Upscale Tax Professionals cancels your appointment and cannot reschedule it, you will receive a full refund. By completing your booking, you confirm that you have read and agree to this non-refundable policy.
Contact Details
+15107794232
info@upscaletaxprofessionals.com
