Consultation
Complimentary first meeting to stay compliant, maximise returns, stress less.
Service Description
We offer a complimentary first meeting — a chance to get to know you and your business, understand your goals, and explore how we can support you. This initial conversation is important. It allows us to: Share a clear, honest view of how we work and what you can expect from us. Understand what you need from us and how we can best deliver it. Ensure there’s a good fit — for both sides — before moving forward. We believe strong advisory relationships begin with clarity, trust, and shared understanding. This meeting sets the tone for a partnership built on all three. We’re committed to working with clients who uphold integrity in their business and tax affairs. We partner with individuals and firms who operate within the bounds of the law and share our respect for ethical, transparent practices. This foundation ensures we can deliver advice with confidence — and build trusted, long-term relationships. If you’re seeking thoughtful, compliant guidance and value working with advisers who hold themselves to the same standard, we’d be proud to support you. Book a Free Consultation today — and take the first step toward clarity and confidence in your tax journey.
Cancellation Policy
This Booking Policy outlines the terms and conditions for scheduling, modifying, and cancelling appointments or reservations. It ensures clarity for both you and our team, helping us deliver consistent, high-quality service. By confirming a booking, you agree to abide by the guidelines below. ________________________________________ 1. BOOKING CONFIRMATION • All appointments must be reserved online or via phone and are subject to availability. • A deposit or full prepayment may be required to secure your slot. • You will receive a confirmation email or SMS once your booking is finalized. ________________________________________ 2. CANCELLATION AND RESCHEDULING • To cancel or reschedule without penalty, please contact us at least 24 hours before your appointment. • Cancellations or changes made within 24 hours of the scheduled time will incur a fee of up to 50 percent of the service cost. • Group bookings or special packages may require 48 hours’ notice for changes; otherwise, a 100 percent fee applies. ________________________________________ 3. NO-SHOW AND LATE ARRIVAL • If you do not arrive within 15 minutes of your appointment, we reserve the right to treat it as a no-show. • No-shows will be charged the full service fee. • Late arrivals may result in a shortened service or rescheduling, with applicable late-cancellation fees if rescheduled within 24 hours. ________________________________________ 4. FEES AND CHARGES • All fees are outlined at the time of booking and reflected in your confirmation. • Additional services or upgrades requested on the day may incur extra charges. • Taxes and gratuities are not included unless specified. ________________________________________ 5. PAYMENT • We accept major credit cards, debit cards, and electronic payments. • Final payment is due at the end of your appointment unless prepaid. • Failed or declined transactions may lead to automatic cancellation of your reservation. ________________________________________ 6. POLICY AMENDMENTS We reserve the right to update this Booking Policy at any time. Any changes will be communicated via our website or directly to you if an active reservation exists. ________________________________________ 7. CONTACT US For cancellations, rescheduling, or any booking inquiries, please reach out at least 24 hours in advance: Phone: (123) 456-7890 Email: bookings@example.com Thank you for choosing us. We look forward to serving you!
Contact Details
The Crate Albany Constellation Drive, Rosedale, Auckland, New Zealand
info@taxtrail.co.nz