• 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.

     

  • Format: (000) 000-0000.
  • Are you filing as an Individual, Business Owner, or Both?*
  • Are your tax filings current?*

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