Some thoughts on engagement agreements. It is a challenge to discern when an interview By the client turns into free advice For the client. We are bound by the Internal Revenue Service, CA. Franchise Tax Board, and Oregon Revenue Dept. and our insurance provider does not allow offering professional advice without an engagement agreement.
At Hadrian CPAs, we are not interested in billable hours. We put clients interests first when providing sound advice to help meet their tax needs. The client’s goals are our goals! So, if we feel that we cannot comprehensively and accurately deliver the information you need, we will provide referrals to other trusted professionals.
To set an appointment, please contact our office or use our request for consultation form. We look forward to working collaboratively with you.