Consultation Terms and Conditions
We’re pleased to assist you with your upcoming tax consultation. These terms outline how we work, what’s included, and the limits of the service so you know exactly what to expect.
1. Nature of the Consultation
This consultation is a preliminary discussion only. It provides high-level guidance based on the information you provide and is not formal tax advice.
- The service is limited to the scheduled phone or video call you booked.
- The fee you pay at booking covers the initial preliminary consultation only.
- Follow-up questions sent after the call are not included and will require a separate engagement and fee.
If you’d like a written summary or further analysis, we’re happy to provide this via a separate quote and engagement.
2. Scope and Limitations
What’s Included:
- A scheduled one-on-one phone or video consultation
- High-level insights and initial observations tailored to your scenario
What’s Not Included:
- Written advice or documentation (unless separately quoted)
- Ongoing follow-up via email or phone
- Formal advice suitable for submission to tax authorities
- Any additional work beyond the initial call
- We are not registered to provide Investment Business activities. We recommend that you seek the services of an Authorised Advisor and we would be happy to provide you with a list of all Authorised Advisors in the local area.
Excluded Services:
The following issues generally cannot be fully addressed within a single consultation and will require a separate scope of work:
- Detailed corporate restructuring
- Estate or inheritance planning
- Double taxation issues involving offshore trusts
- Detailed review of investment prospectuses (e.g. offshore funds)
- Any highly complex international tax planning
We will provide high-level guidance only on these topics in the initial consultation. A custom quote, agreed scope of work and signed engagement letter will be required for deeper work.
3. Responsibilities – What We Need from You
- You agree to provide complete and accurate information at least 72 business hours before your consultation by completing the questionnaire sent at the time of booking.
- If this is not received at least 72 business hours before the scheduled start time of your consultation, then we reserve the right to reschedule the consultation, and a rescheduling fee, as outlined in the table below, applies (i.e. 50% of the consultation cost). This will be invoiced to you separately and this invoice must be paid in advance of any rescheduled consultation.
- You agree to notify us of any changes in your circumstances that may affect the advice we give.
- We may contact third parties (with your permission) to gather relevant information, if needed.
4. Fees and Payments
- All consultation fees must be paid in full at the time of booking.
- If you request a written summary of the discussion, this carries an additional fee applies and is payable in advance.
- Any extra work beyond the booked session (e.g. written reports, follow-up discussions and emails, compliance work) will require a separate engagement and fee quote.
- We do not offer refunds for no-shows.
- The following fees apply in addition to the amount payable at the time of booking:
- Fees due will be debited from any refund due or issued by way of separate invoice if needed.
- We understand that at times a consultation may need to be rescheduled – please contact us at info@expattaxes.ie and we will endeavour to offer you a suitable available slot.
- All fees quoted are exclusive of VAT and are subject to change without notice.
5. AI-Generated Meeting Notes (Internal Use)
- We may use AI tools to create a summary of the consultation for our internal reference.
- These notes are confidential, belong to us, and are not shared with you the client.
- If you do request a copy, an additional fee will apply. Even then, the content is for your reference only and does not constitute formal tax advice.
- Any written documents provided by us must not be passed to third parties without our formal written consent.
- PLEASE NOTE we do not permit recording of our consultations due to privacy and copyright issues.
6. Confidentiality and Data Protection
- All personal information shared is handled in accordance with Irish Data Protection legislation.
- By booking, you agree to our full Terms of Business and Privacy Policy available on our website.
- Your personal data may be used for service delivery, compliance, and legal obligations.
7. Legal and Regulatory Disclosures
- We are required to report suspicious activity to authorities under Irish anti-money laundering laws.
- We also have obligations under the Criminal Justice (Theft and Fraud Offences) Act, 2001. We are required to identify our clients for the purposes of the anti-money laundering legislation. We are likely to request from you, and retain, some information and documentation for these purposes and/or to make searches of appropriate databases.
- Failure to complete our client identification steps may require us to cancel the booking.
8. Limitation of Liability
- Verbal consultations are preliminary and based on limited information. We do not accept liability for decisions made solely based on these calls.
- We are not responsible for outcomes resulting from incomplete or incorrect information provided by you.
- Our total liability is limited to five times the consultation fee, except in cases where liability cannot be excluded by law.
- The Company reserves the right to modify these Terms and Conditions at any time. Clients will be notified of any changes via email or by posting the updated Terms on our website.
9. Governing Law
This agreement is governed by the laws of the Republic of Ireland. Any disputes will be handled by Irish courts.
10. Agreement and Contact
By booking and paying for a consultation, you confirm you:
- Have read and understood these terms
- Agree that the consultation is a preliminary discussion only
- Accept that further services will require a separate engagement
If you have any questions about these terms, feel free to contact us at info@expattaxes.ie.
Kind regards,
Stephanie Wickham
Expat Taxes
Chartered Accountant (Ireland)
Chartered Tax Adviser
