Initial Online Consultation FAQs

What is covered in an initial online consultation?

We will have a general discussion about the Irish tax issues relevant to you (and your family, where necessary) arising from any of the following:

- Expansion of your business

- Future exit from your business

- Investments you wish to make

- Asset/investment disposals

- Moving to Ireland, or leaving Ireland

- Lifetime gifts

- Planning for the division of your estate

- Any other Irish tax issues you wish to discuss

What is not covered in an initial online consultation?

This consultation is designed to provide you with a general understanding of the tax issues to be considered and to address key concerns that you may have. An hour-long consultation will never be sufficient to cover an exhaustive analysis of every possible tax scenario for a potential transaction. A tailored comprehensive plan for estate planning, family investments or expansion/exit from a business would also require significantly more time.

Why do you list 2 fees for each of the types of services you list, e.g. Wealth Builder, Your Big Picture Plan, etc.?

It’s an obvious statement but every client is different. You may need confirmation of 2/3 tax points and no more, or you may need advice on a number of taxes that all apply to the same transaction, or you may need advice and support in relation to different scenarios or plans that will extend over a period of years.

Our process is designed in such a way that you can get an understanding of what is involved from a tax perspective (via an initial online consultation), without triggering significant upfront fees. Once we understand what is required, we can set out a fee quotation that is specifically tailored to you.

What happens if tax laws change after my initial online consultation?

Tax laws and the Revenue Commissioners’ practice change frequently. We can advise you on the relevant rules that apply at the time of the initial online consultation, but TAX FOR HUMANS have no obligation to update you on any subsequent changes to these rules.

If you decide not to proceed with a decision or transaction at the time of consultation but do so at a later date, we recommend that you confirm our advice with us before proceeding.

See Terms & Conditions for further information.

What happens if I provide incorrect or incomplete information during the initial online consultation?

We advise you on the basis of the information you provide to us and presume that it is correct. Minor changes in the underlying information may have a significant impact on the appropriate tax advice for you. This means that, if incorrect or incomplete information is provided, TAX FOR HUMANS cannot be held responsible for any losses, additional tax liabilities, interest or penalties that may apply as a result of relying on our advice.

See Terms & Conditions for further information.

  • Yes, we can provide a summary of the key issues discussed during our meeting for an additional fee of €195 (VAT incl.). You will be presented with an option to request this written summary when booking your initial online consultation.

  • No, the advice we provide is for your sole use and must not be provided to any third party without our written consent.

    See Terms & Conditions for further information.

  • No, we are Irish tax advisers and are not qualified or registered to provide advice in relation to the tax rules applying in another country. As Irish members of IR Global, an international network of tax advisers, accountants and lawyers, we can refer you to tax advisers in other countries.

  • If you need additional tax advice or wider planning and support work, we can identify this during our initial consultation. We will provide a fee quotation for this work once we have determined its scope and will send you a Letter of Engagement in this regard.

  • Yes, we can provide support for these Revenue interventions and this support will require a separate Letter of Engagement and fee structure.

  • As tax advisers, TAX FOR HUMANS have obligations under the anti-money laundering laws to verify the identity of anyone to whom we provide tax advice.

    See Terms & Conditions for further information.

  • No, we do not permit clients to record consultations for privacy and

    confidentiality reasons. This ensures that sensitive financial discussions and personal information protected by Data Protection laws remain secure. If you require a written summary of our discussions, we can provide this for an additional fee of €195 (VAT incl.)

    See Privacy Policy for further information.

  • Yes, you can cancel or reschedule your scheduled consultation free-of-charge if this change is made at least 48 hours before the scheduled consultation. If the cancellation or rescheduling occurs within 48 hours of the scheduled consultation, a €55 fee applies.

  • We cannot offer refunds for no-shows. If you book an online consultation but do not turn up at the scheduled time, we charge a re-booking fee of 50% of the consultation fee. We encourage you to reschedule your consultation free- of-charge at least 48 hours before the booking to avoid these fees.

  • Client confidentiality is extremely important to us and all information discussed during online consultations is protected. Any AI-generated meeting notes are for internal purposes only unless you request a copy of these for the additional fee of €195 (VAT incl.)

    See Privacy Policy for further information.

  • We recommend retaining any tax documents and tax advice summaries for at least 7 years after the year in which the advice/transaction/event took place, as the Revenue Commissioners mandate this retention period for audit purposes.