A Clear First Step—Designed With Intention

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A Clear First Step—Designed With Intention 🔷

Getting Started With Bourdeau Consulting PLLC

Our intake process is designed to ensure we’re the right fit for each other and that you receive the level of service your situation truly requires.

Because our services are structured, engagement-based, and thoughtfully priced, the information you provide helps us understand your needs, assess complexity, and recommend the most appropriate service option—before we move forward.

    1. Complete the Intake Questionnaire
      You’ll share information about your tax situation, organization, or goals. This allows us to assess scope and complexity.

    2. Service & Pricing Review
      Based on your responses, we’ll identify the appropriate service tier or package and outline next steps.

    3. Consultation or Engagement Confirmation
      Once alignment is confirmed, we’ll move forward with a consultation or engagement agreement.

  • We believe transparency is part of good stewardship.

    Our pricing reflects:

    • The scope and complexity of services provided

    • The level of professional responsibility involved

    • The ongoing support and expertise required

    This process protects your time and ours—and ensures we can deliver work that meets our standards and serves you well.

  • Bourdeau Consulting PLLC works best with clients who value:

    • Accuracy and compliance

    • Clear communication

    • Professional standards

    • Long-term partnership

    If that sounds like you, you’re in the right place.

Need Help Choosing the Right Service?

Fill out the contact form below

A Clear First Step—Designed With Intention

🔷

A Clear First Step—Designed With Intention 🔷

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!