This onboarding consultation is designed to determine whether advanced tax planning is appropriate for your financial position, business interests, and long-term objectives.
During the session, we will review your current circumstances, identify planning opportunities, discuss the level of strategy required, and outline the appropriate next step.
Our year-end tax plans are $2,999.99. Comprehensive tax planning engagements begin at $8,999.99 and are designed to evaluate decisions and tax impact across a four- to five-year period.
The $299.99 consultation fee covers the onboarding and discovery session only. It is not a deposit and will not be applied toward the cost of a tax plan.
Once payment is completed, you will be directed to the calendar to select your appointment time. Use the payment link below to schedule your consultation.
CFO & Accounting Payment Link