Our current pricing is in the Tax Services Price List (opens in a new tab).
To reserve your place in our tax season and begin your engagement, a Reservation Fee of $250 is due at signing. This fee secures your file, our team's review of your prior-year return, and a scheduled roadmapping call with a member of our tax team.
If you proceed to a full tax project engagement with TOA following your roadmapping call, your $250 Reservation Fee will be credited in full toward the total cost of your Tax Project proposal.
If you do not proceed with a Tax Project engagement — for any reason, including your own decision not to move forward, or a determination during your roadmapping call that TOA is not the right fit — your $250 Reservation Fee is non-refundable. This fee compensates us for the review of your prior-year return and the roadmapping call itself, both of which are completed regardless of whether you ultimately engage us for your tax project.
As part of this reservation, you will be asked to review, sign, and upload your most recent prior-year tax return along with a Consent to Disclosure of Tax Return Information. You'll have the opportunity to review this consent form before completing your Reservation Fee payment, and you will be asked to sign it immediately afterward.
This consent is required by federal law before any member of our team located outside the United States may review your return information, including your Social Security Number. You are not required to sign this consent form. If you have questions or hesitations about signing, we will discuss the purpose of this form with you — typically as part of your roadmapping call — before any team member located outside the United States reviews your return.
If you decline to sign this consent, no team member located outside the United States will review your tax return information, and we will not be able to proceed with preparing your tax return project. Your Reservation Fee remains non-refundable in this case, as it compensates us for the review completed and the roadmapping call itself, regardless of whether you ultimately move forward with a full engagement.
Following our team's review of your prior-year return, we will reach out to schedule your roadmapping call. This call is where we discuss your specific tax situation, identify any complexities or additional services relevant to your engagement, and determine the full scope of your tax project. Following this call, we will provide you with a Tax Project proposal reflecting that scope and its cost.
We will make reasonable efforts to reach you to schedule your roadmapping call. If we are unable to reach you or you do not respond to scheduling requests within forty-five (45) days of your Reservation Fee payment, we will treat your file as inactive. Your Reservation Fee remains non-refundable, and reactivating your file at a later date may require a new Reservation.
This proposal is governed by its own terms above. The Tax Engagement Letter applies once you accept a subsequent Tax Project proposal.
For any tasks falling under 26 U.S.C. Section 7216, which governs the use and disclosure of tax return information, we will obtain your written consent through a separate consent form before proceeding. This ensures compliance with U.S. federal law regarding the confidentiality and disclosure of tax return information.
By agreeing to this engagement letter, you acknowledge and consent to our use of contractors for non-tax-return-specific tasks. For tasks involving tax return information governed by 26 U.S.C. Section 7216, you will have the option to review and provide additional written consent before such tasks are performed.
You may terminate this agreement at any time by providing written notice via email or mail.
The $250 Reservation and Setup fee is non-refundable under all circumstances, without exception, as it compensates us for the roadmapping call, review of your prior-year return, and administrative setup performed at the outset of your engagement.
We accept legally binding e-signatures for engagement agreements, tax return authorizations, and other documents in compliance with U.S. laws, including the ESIGN Act.
By signing electronically, you agree to the terms outlined in the respective document.
Our role is limited to tax preparation based on the information you provide. We do not offer legal, financial, or investment advice.
For financial planning, investment, or legal matters, consult with qualified professionals.
Having read and fully understood these terms, I agree to engage Tall Oak Advisors under them.
Scroll to read the full terms. Ticking the box below the payment fields confirms you have read and agree to them.