Consultation Policy

1. Purpose of the Consultation

• Provide general insight into the client’s tax or financial situation;
• Explain the services Nuvex offers and how they may apply;
• Determine whether there is a potential fit between the client's needs and Nuvex's offerings.

Please note: This session is not a substitute for formal tax advice, tax preparation, or professional representation.

2. Scope and Limitations

• The consultation is informational only and does not include document review, calculations, or legal/tax opinions.
• No written summaries or reports will be provided.
• Clients will not receive any personalized tax advice unless a formal engagement is signed.

3. Eligibility

• Each client is entitled to one (1) free consultation.
• Additional consultations may be billed according to our standard advisory rates.
• Nuvex reserves the right to decline or reschedule consultations at its sole discretion.

4. Scheduling and Attendance

• Consultations are scheduled online via our secure booking system.
• Clients must provide accurate contact and case-related information in advance.
• If a client is more than 5 minutes late, the session may be forfeited or shortened without rescheduling.

5. Privacy and Confidentiality

• All information shared during the consultation is treated as confidential in accordance with our Privacy Policy.
• However, no formal client-accountant relationship is established until a signed engagement agreement is in place.

6. Follow-Up and Engagement

• Following the consultation, clients may choose to proceed with a paid service package.
• An engagement letter and service agreement will be required prior to any work commencement.

7. Cancellation Policy

• Clients must cancel or reschedule at least 12 hours in advance.
• No-shows or repeated cancellations may result in the loss of eligibility for future free consultations.