Discovery Call
A brief introduction to determine fit. Tell us what you need; we'll explain how we'd approach it and outline next steps.
ScheduleSelect the option that matches what you need. If you're new to the practice, start with the introductory call.
Start here if you haven't worked with us before.
A brief introduction to determine fit. Tell us what you need; we'll explain how we'd approach it and outline next steps.
ScheduleOne focused question, one clear answer. Best for a single IRS notice, an estimated-tax question, or a specific transaction.
ScheduleAn in-depth working session for entity selection, multi-year planning, equity compensation, or a complicated tax year. Fee credited toward future engagement.
ScheduleFor clients with an active engagement.
Annual preparation meeting for your 1040. We'll review documents, life changes, and any items requiring follow-up.
ScheduleAnnual preparation meeting for S-corp, partnership, or complex Schedule C returns. Bring year-end financials and the prior return.
ScheduleWalk through the finalized return, address questions, and provide e-file signature. Schedule when notified the return is ready.
Schedule