Is there a fee for the initial consultation?

No, the initial consultation with Zenith Financial is completely free. We offer a complimentary consultation to every prospective client because we believe you should understand your tax situation and our approach before committing to anything.

During the free consultation, we will discuss your living and working situation abroad, review your income sources and filing history, identify which forms and filings you may need, explain the FEIE vs. FTC decision and which might be better for you, discuss any concerns such as unfiled years, foreign accounts, or complex situations, provide a clear, detailed quote for our services, and answer any questions you have about the process.

The consultation typically lasts 15-30 minutes and can be conducted via video call, phone, or secure messaging — whichever is most convenient for you. We accommodate all time zones.

There is absolutely no obligation to engage our services after the consultation. Many clients use the free consultation to educate themselves about their obligations and evaluate whether they need professional assistance. We are happy to help regardless of whether you ultimately choose to work with us.

We do not use high-pressure sales tactics during consultations. Our approach is to provide honest, transparent information about your situation and let you make an informed decision. We find that most clients who genuinely need cross-border tax expertise recognize the value of professional preparation after understanding the complexity involved.

To book your free consultation, visit our website and select a time that works for your schedule. You can also email us directly to request a consultation if you prefer to start the conversation in writing.

Once you decide to engage our services, we formalize the relationship with an engagement letter that outlines scope, timeline, and fees before any work begins.