$350 fixed fee · Up to one hour of total CPA time
Discuss tax, financial-statement, accounting or business questions directly with Philip M. Falco, CPA. The time allowance covers document review, analysis, preparation and the telephone consultation together; it is not a guaranteed one-hour call in addition to preparation.
Review terms and start secure payment · Ask a scheduling or scope question first
Talk to a CPA About Tax, Accounting and Business Questions
- Understanding a profit-and-loss statement, balance sheet or accounting records.
- Tax-return questions, withholding, estimated payments and planning next steps.
- Business and owner tax questions, record readiness and engagement choices.
- Identifying additional preparation, analysis or accounting work that may be needed.
Discussion of financial statements is not an audit, review or compilation engagement and provides no assurance or certification. This is CPA advice, not an attorney consultation or legal representation.
What Happens After You Pay
- Review the scope and terms below and enter your name and email.
- Complete the $350 payment on Stripe’s hosted checkout.
- Provide your phone, questions, relevant period, scheduling preferences and optional documents through protected intake.
- The firm confirms the appointment. Preparation and the telephone call use the same one-hour total allowance.
For broader work, compare the $1,700 Tax Strategy Series, annual business advisory and preparation and planning fees. An initial inquiry is separate from purchasing substantive consultation time.
Frequently Asked Questions
What does the $350 CPA consultation include?
Up to one hour of total CPA time for relevant document review, analysis, preparation and the telephone consultation combined. Time spent preparing reduces the time available for the call.
Can I ask about financial statements or accounting?
Yes. The consultation can address questions about financial statements, accounting records, business matters or taxes. It does not include an audit, review or compilation engagement or certification of financial statements.
What happens after payment?
Stripe returns you to protected intake, where you provide your questions, relevant documents and preferred telephone times. The firm reviews the request and confirms scheduling. A requested time is not a confirmed appointment.
Is this a full tax return or planning package?
No. The consultation is a limited standalone engagement. Return preparation, detailed projections, the Tax Strategy Series and annual advisory have separate scopes and fees.
How should I send documents?
Use the protected intake available after verified payment. Upload only relevant records; do not send tax returns, sensitive identifiers or account credentials through ordinary email.
Can I reschedule or cancel?
Contact the firm promptly. Fee adjustments depend on work already performed and the applicable engagement terms. Additional work requires a separate agreement.
CPA Consultation — $350 fixed fee
What is included
- Up to one hour total CPA time, including review, analysis, preparation and the telephone call combined
- Review of relevant documents within that time allowance
- Discussion of agreed tax, accounting, financial-statement or business questions
- Secure intake and document upload after payment
- Scheduling request followed by firm confirmation
What is not included
- Tax-return preparation or filing
- Audit, review or compilation engagements; certification of financial statements
- Bookkeeping cleanup, payroll processing or corrections
- Legal advice, representation, testimony or investment management
- Deadline monitoring, ongoing advice or work beyond the one-hour total allowance
Consultation scope and terms
The $350 fee covers up to one hour of total CPA time for relevant document review, analysis, preparation and the telephone consultation combined. Preparation can reduce the time available for the call. This is a limited CPA consultation, not an audit, review or compilation engagement, tax-return preparation, legal representation or ongoing service. Provide accurate records through secure intake and remain responsible for deadlines. The firm confirms scheduling after reviewing the request. Contact the firm to reschedule or cancel; fee adjustments depend on work performed and the applicable engagement terms. Further work requires a separate agreement. No result is guaranteed.
How the consultation works
- Review the limited scope and accept the terms below.
- Complete the $350 payment on Stripe.
- Provide questions, relevant documents and scheduling preferences through secure intake.
- The firm confirms the appointment and reviews records within the one-hour total allowance.
- Discuss your questions by telephone; additional work requires a separate engagement.
Begin this engagement
Live secure checkout: You will enter payment details on Stripe. Your card is charged only when you complete payment there.
Payment covers only the limited consultation. Scheduling requests require firm confirmation. Preparation and the call share the same one-hour CPA-time allowance.