Preferred Services SM

Services, Fees & Support

Preferred Services^SM
"For the Aware Professional"

   Preferred Services^SM
User Support Policy and Fees

     Due to the high volume of phone, fax, e-mail and snail mail daily inquiries, we are unable to provide pro bono answers. Users must now pre-pay the standard consulting fees arising from information posted on the Website, free e-letter or from any other source. Please understand, maintaining a Website and free e-letter costs money.

      When you have inquiries regarding procedures, forms or documents from a source other than ours, please contact the other information providers for answers to your inquiries, prior to contacting us.

      We recommend you become acquainted with the free "Paycheck-Piracy" e-letter. To subscribe, send a blank message to paycheck-piracy-on@mail-list.com The subscription is free. Your e-mail remains private since we never sell, give, lease or rent your information. The free e-letter is a one-way post and we do not reply to messages.

      You are also asked to visit the Website at PreferredServices.org to locate answers to your questions and learn from the free information posted on the various topics contained in the Web pages.

Initial Consultation

      For an initial consultation, we require each client to fill out a short questionnaire. We can then review the facts prior to the conference, saving Q&A time during the consultation, thus allowing time with the client to explore in more detail the facts and client's options. The fee for the initial one-half hour consultation is $150.

Payment Preference

      We prefer you remit cash, blank money order or blank traveler's check. We prefer you NOT send standard bank checks. Financial Institutions are not your friends. They violate your due process and freely disclose your account information to federal and state agencies without your specific, written consent. The financial institutions allow government agencies to seize amounts from your account without an order from a court of competent jurisdiction.

      Or, to expedite the payment process via e-commerce transactions, simply click on a PayPal “Buy Now” logo.

Click Here to Set an Appointment for Consultation

Appointment Instructions

1. Client privacy is of the utmost importance to us. Your payment information remains confidential. The only information we receive is your name, phone number and e-mail address.

2. Upon our receipt of your payment, we will contact you to:
   A) Arrange a mutually agreeable date and time to phone or visit our office;

   B) Mail you a short questionnaire to complete and return to us prior to your appointment;

   C) Provide us specific documents we request to review prior to your appointment.

3. At the beginning of the consultation, briefly:
   A) Begin with a simple explanation (in a sentence or two) of your situation;

   B) Tell us the outcome you seek.

4. The consultation is limited to one-half our, including time spent reviewing your written documents. Please use your time wisely!

5. NOTE: When you decide to retain us to handle a specific matter, please read the information below.

Fees

      We do not work on a contingency basis. Fees are either hourly or fixed according to services to be provided. The specific fee will vary depending upon the particular matter to be handled for each client, taking into consideration factors such as: time, novelty, difficulty, skill required, responsibility, and preclusion of other matters. Current hourly rate is $275. Hourly rates are subject to change without notice. Clients are generally charged by fixed fee plus costs for ancillary charges: research, postage, copies, fax, Notary Public, courier deliveries, phone calls, court fees, etc.

The Retainer

      We request a “retainer” from clients, which is to be applied as a credit against fees and costs. All monies received are “earned when paid” minimum fees and immediately become property of the company. Retainer is a credit toward hourly rate. There are no refunds or abatements. The company charges a flat fee just to begin work on client matters, and requires a retainer which becomes a credit to the client’s account at the hourly rates. Client must read and understand the contract before signing. A written contract is mandatory. Understand your obligations.

Services

Administrative Procedures. Assisting workers and companies with civil tax problems: federal or state tax notice of monies due; non-filing of returns; levy; lien; seizure; assessment; audit; appeals; wage garnishment; Freedom of Information Act or Privacy Act disclosure; legally terminate voluntary withholding agreements and voluntary payroll deductions; stop unlawful nonconsensual taking from pay; labor board claims; worker’s rights violations; human rights violations.

Business Matters. California or Nevada incorporation (for profit or tax-exempt); Partnership; Limited Partnership, DBA’s; Unincorporated Nonprofit Association; Agreements; Simple Contracts; Business Dissolution; Small Claims; Notary Public; Lien/Levy; Fictitious Name; Succession Plan; Judgment Collection; Wage Garnishments; Minimize risk of lawsuit by legally terminating voluntary withholding agreements; stop unlawful nonconsensual federal/state payroll tax deductions.

Domestic Situations. Divorce; Annulment; Paternity; Legal Separation; Restraining Order; Marital Settlement Agreement; Confidential Marriage License; Child Custody/Support/Modification; Spousal Support Modification; Domestic Partnership Agreement; Grandparent Visitation Rights; Emancipation; Prenuptial Agreement; Interspousal Transfer.

Estate, Probate, Asset Protection. Trusts; Amendment to Trust; Codicil; Wills (Simple and Pour-Over); Guardianship; Conservatorship; Probate; Step-child Adoption; Family Limited Partnerships; Deeds; Homestead Exemptions; Quitclaims; Birth-Death-Marriage Certificate requests.

Health Care & Personal Issues. Power of Attorney (Durable, General, Special); Living Will (Directive to Physician); Anatomical Body/Organ Donor; Name Change; Advance Health Care Directive; Promissory Notes; Fingerprinting

Offshore/Tax Shelters. When you have "invested" money offshore, or are involved in a tax shelter (what IRS calls an "abusive tax shelter"), we are unable to assist since we have never been involved in selling or promoting any type of tax shelter.

Our Expectations Of Our Clients

Our obligation to our clients includes giving written observations of options and expected results. We advise clients to access the Internet and libraries to keep informed about the laws and legal procedures that affect each of them through various do-it-yourself, self-help publications and materials. We keep clients informed as necessary. In order to meet our obligations and serve the client efficiently, we require our clients to meet their obligations, which include:

Fully and accurately complete any questionnaire and/or documents: do their "homework"

Supply accurate, updated, timely information, in writing;

Respond promptly to requests for additional information;

Attend court as and when necessary; and

Keep us advised, in writing, of changed circumstances; i.e., address/phone; loss or change of job or financial condition.

About Us

We are non-lawyer professionals, assisting those who are committed to making positive changes through the access of self-help services and materials.

Under your direction, we provide assistance in your research, selection, completion, preparation or submission of a form, pleading, or other document to represent yourself or your business.

Click Here to Set an Appointment for Consultation

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^SM

To contact us

Ph: 562.983.8600

E-mail: info@preferredservices.org
http://www.preferredservices.org

Preferred Services
Long Beach, Calif. 90831