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Consultation

The Watson CPA Group offers divorce planning and financial analysis in-person, telephone or Skype. We love to Skype- faces, inflections, all the good stuff for our long distance clients. Heck, even people in the same building seem to prefer a phone call or Skype.

 

Our fee is $150 for 30 minutes. If we decide to press forward with an engagement, we will credit the $150 towards future services. If you don’t need convincing and already want our services such as business tax return preparation or S Corporation subscription, and you simply have some housekeeping questions, we answer those at no charge. Charging a consult fee to tell you how great we are is not cool.

 

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Consultations are scheduled on Mondays, Wednesdays and Thursdays. Yes, we can accommodate other days and after-hours, but those are reluctantly agreed to. We will answer general questions for 15 minutes at no charge to determine three things-

 

  • Do you need our help?
  • Can the Watson CPA Group and its support staff help you?
  • Can we work together as a collaborative partnership?

From there we can determine the best plan, and we will provide a quote for those services. If you simply want consultation beyond the complimentary 15 minutes, our fee is $250 per hour. This page is for general consultation requests. While all these requests go into one big hopper, you might want to route your consultation requests using the buttons below-

 

 

Shockingly we actually return all consultation requests via email and phone call. No black holes here!

 

Topics of Discussion

What do you want to chat about? You probably have a good list of things on your mind, and that usually springboards into other topics. In general, we try to touch on high level issues such as tax savings and planning, income modeling, retirement plans including qualified plans, defined benefits plans and annuities, asset protection and trusts, estates and probate, health insurance and ACA compliance, long-term care, expense reimbursements and the Accountable Plan, business liability, partnership agreements, corporate structures and ownership layering, S corp election, just to name a few. Really!

 

Our job is to serve you. And to do that, we need to discover your goals and find out where you want to be. Next we find holes in your financial or business life, and unveil problems and predicaments that are getting in the way of reaching your objectives. And finally we need to continuously evaluate the plan and tweak as necessary. You know this of course- but you also know that you might need an objective outside voice.

 

And as Clint Eastwood once said in Dirty Harry, A man’s got to know his limitations. In other words, we are not interested in billable hours. We are only interested in providing you with sound advice. So if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals of other trusted professionals.

 

Engagement

It is challenging to discern when an interview BY the client turns into free advice FOR the client. And more importantly we are bound by the IRS, State of Colorado and our insurance provider to not engage in offering professional advice without an engagement agreement. Darn rules.

 

To set up an appointment, please call our offices or use the form below. Thank you in advance for time, and we look forward to working with you!

 

The Watson CPA Group (team profile)