Congratulations, You’ve booked a diagnosis call with us.

You’ve booked our International Tax Tailor Free Diagnosis Call. Please read below for guidance on Diagnosis Call expectations. Please remember it is a Google Meet Web Conference Call and you should receive the invite via your provided email in a few minutes.

Here is what to expect

  • This free call is part of a Unique Offer where you have time until the end of the call of whether you want to use our full service.
  • The call will be about 25 to 30 minutes, please be on time.
  • Our goal on the call is to get to know you and your complete situation so we can have the best ability to match you to an advisor from our network that is perfect for you.
  • Please be prepared with basic income, assets and tax information so that our case summary file we send to your matched specialist is complete.
  • We will be asking you questions regarding your residency, financial and family situation
  • If we immediately have a perfect specialist, we will provide the next step for immediate booking at the end of the call

Here is what not to expect

  • We will not be providing immediate advice or solutions in this call, that is for the subsequent Strategy Call
  • We will not be requesting documents
  • We will not have lawyers on the call, just a strategist to understand your situation and match you to the perfect advisor for you
  • We will not be able to answer many questions on this call, our aim is to understand your situation to have your matched advisor prepare the solutions to your particular situation in our next call

Our Cancellation/Rescheduling Policy

Please show up on time!
If you want to reschedule to a later time/day, please do so at least 3 hours before your scheduled appointment via the Calendly invitation you received.
If you need to cancel, you must do so at least 24 hours before your scheduled appointment.
Missing an appointment or failing to cancel as outlined above will result in you forfeiting the possibility for a refund.