Preferred Client Program FAQs

Preferred Client Program FAQs

Do I give up control of my situation by hiring you under this program?

on . Posted in Preferred Client Program FAQs

Absolutely not. At no time do you give up control of the situation. You are the principle; we act only as an agent. We are obligated to act on your behalf, which means you always call the shots.

Is my family included in your program?

on . Posted in Preferred Client Program FAQs

We have a family plan available, which includes up to fifteen (15) hours of consultation time.

How much time is included with the Preferred Client Program?

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The basic program includes up to ten (10) hours of consultation time. If you use up that time before the expiration date of your program, then you can either purchase a new ten-hour time block at discounted prices, or you can pay as you go, at the regular consultation rate of 180 dollars per hour.

If I encounter a serious problem on a weekend or evening, will you be immediately available to help me deal with it?

on . Posted in Preferred Client Program FAQs

Yes. If the problem is really serious, we will get to work on it immediately, regardless of whether it arises on a weekend or evening. That’s what we do for our Preferred Clients.

Why is it better for me to hire you as my private counsel instead of handling these matters myself?

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Whenever you have an agent working on your behalf, you have certain lawful remedies that would otherwise not be available to you. Additionally, working with an agent can decrease your personal liability.

Can you write letters to the IRS for me?

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Yes. As your private counsel (non-attorney), we are authorized to sign letters on your behalf. We can respond to IRS letters and notices on your behalf.

Can your Preferred Client Program help me with legal problems?

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We are not attorneys. We cannot represent you in a statutory court. We cannot render “legal advice” to you. If you require a legal professional then you need to hire an attorney. We can, however, provide paralegal-type services, including preparing court documents, reviewing processes, and offering recommendations and strategies as to how to proceed in a legal venue.

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