I hope this message finds you well. I am writing to you from JAG CPA & Co., where we are committed to providing exceptional accounting and financial services to our clients.
Due to the high demand for our services, I wanted to inform you of a temporary change in our consultation process. At present, we are prioritizing paid consultations to efficiently manage our resources and ensure the highest quality of service for our clients. This policy will be in effect until the end of May.
Here is a message from Joe about the update in the policy.
You can book the paid consultation by selecting an option here:
ONSITE at JAG OFFICE (2100 Travis Houston, TX)
VIRTUAL (CAN ACESS FROM PHONE OR COMPUTER – YOU DON’T NEED A MICROSOFT ACCOUNT)
The fee for a consultation session is $200. This session is designed to be comprehensive and tailored to your specific needs, ensuring that you receive the most value from our expertise. Here are a few tips to help you get the most out of your consultation with us:
- Be Prepared with Specific Questions: Have a list of specific questions or topics you would like to discuss. This helps in focusing the session on areas that are most relevant to you.
- Gather Relevant Financial Documents: If applicable, have your financial statements, tax returns, or any other relevant financial documents available. This will allow us to provide more precise and tailored advice.You can upload them here: UPLOAD FILES and Select Bianca
- Outline Your Financial Goals: Sharing your short-term and long-term financial objectives can help us provide guidance aligned with your aspirations.
- Be Open to Suggestions: Our experience allows us to offer insights and suggestions that could be beneficial to your financial health. We encourage an open and interactive session.
- Follow-Up Plan: After the consultation, we will provide a summary of our discussion and a suggested action plan, if applicable.
You can book the paid consultation by selecting an option here:
ONSITE at JAG OFFICE (2100 Travis Houston, TX)
VIRTUAL (CAN ACESS FROM PHONE OR COMPUTER – YOU DON’T NEED A MICROSOFT ACCOUNT)
