Phase One - Discovery of the Past and Present
Once you have scheduled a consultation, you will fill out a questionnaire which will tell me a bit more about yourself and your tax situation. If you desire a lookback at prior year tax returns, (you may submit them with personal information redacted) a check for any planning opportunities will be conducted.

The questionnaire, and signed service contract should be returned no later than 48 hours of your strategy session. I reserve the right to reschedule your session if these forms are submitted later than the requested timeframe.

Phase Two - Assessment of the Past and Present
This will take place during the 60 minute strategy session. I will clarify any questions on the questionnaire and begin to discuss your goals, your dreams, future plans, and how this relates to specific tax strategies that are available. You get to ask me anything in terms of tax planning and any burning questions you may have. I'll be taking plenty of notes and making many suggestions.

All sessions must be scheduled no earlier than 72 hours in advance to make sure the proper time is given to research and assessing your specific tax situation.

Phase Three - Future Recommendations and Follow Up
You will receive a personalized Action Plan that will discuss the topics we talked about in our session and specific step by step recommendations for each step you desire to take. I will be happy to help clarify any additional steps needed to take in order to act on any of the issues discovered during our strategy session, including links to resources, and much more.

Iconoclast Strategy values the time we spend with clients. To maximize that time, this is the cancellation policy outlined in the Terms of Service below:

Cancellations
If you need to cancel or reschedule your appointment, please do so at least 48 hours in advance of your appointment time.

Cancellations made at least 48 hours in advance = full refund of the purchase price.
Cancellation made less than 48 hours in advance = cancellation fee equal to 50% of the purchase price.
Cancellations made less than 24 hours in advance = cancellation fee of 100% of the purchase price.

In both cases, your fee can be applied to future services with Iconoclast Strategy.  Cancellation fees will be charged to your card on file.

Rescheduling
Rescheduling requests more than 48 hours of your appointment = no fee.
Subsequent rescheduling for a second appointment = $50 non-refundable service fee.
Rescheduling less than 48 hours of a current appointment = $50 non-refundable service fee.

Failure to pay the $50 service fee within 48 hours of the new appointment date and time will result in 100% forfeiture of the original service fee and cancellation of your appointment. You will be required to schedule another appointment and pay the cost to book again.

At Iconoclast Strategy, we maintain a policy of the strictest confidence concerning our client’s affairs. You can trust that no one will learn about your business, financial situation or tax status unless mandated my local, state, and/or federal jurisdictions to comply with a court order.

Please allow one (1) week turnaround time for the action plan that will summarize our session and give you actionable tasks to complete to achieve your goals.