Quick consultation
One focused question, one clear answer. Best for a single IRS notice, an estimated-tax question, or a specific transaction.
Book a consultationEvery appointment is with Max. If a time you need is not showing, call the office and we will find one.
A 15-minute introductory call. Tell us what you are working on and we will say plainly whether it is something we can help with. Complimentary.
For new clients after the introductory call, and for anyone with one specific thing to resolve.
One focused question, one clear answer. Best for a single IRS notice, an estimated-tax question, or a specific transaction.
Book a consultationEntity selection, multi-year planning, equity compensation, or a complicated tax year.
Book a sessionFor clients with an active engagement. Included in the fee.
Your 1040. We review documents, life changes, and anything needing follow-up.
Book prep meetingS-corp, partnership, or complex Schedule C returns. Bring year-end financials and the prior return.
Book prep meetingWalk through the finished return, ask anything outstanding, and sign for e-file.
Book reviewPrefer the phone? Call (360) 217-9970 and we will book it for you. If we are with a client, leave a message — every call is returned, usually the same business day.