Discuss Your Tax Advisory Needs

A complimentary 30-minute conversation for business owners and investors who need coordinated tax advice. Discuss your priorities, the decisions ahead and whether a paid advisory engagement fits.

Know the advisory investment before booking

Strategic Tax Advisory: $7,800. Complex Tax Advisory: $9,800. Returns, amendments, cost segregation and additional work are separately scoped. Review fees and engagement scope.

This conversation is most useful when you have business profits, several entities, a rental portfolio, or an upcoming acquisition or sale that needs coordinated review.

Prepare a short overview for your call

Use approximate ranges. These optional answers stay in this page while it is open; they are not sent to AE or saved. Copy the summary for your conversation. Do not enter account numbers, tax IDs or upload records here.

Annual business profit, before owner personal taxes Annual household income Business entities owned Investment properties owned Main decision to discuss Decision timing Readiness for the published advisory fees Your summary — copy for your call

What You'll Get

30-Minute Fit Conversation Discuss your priorities, relevant services and the scope a paid engagement may require.
Senior Tax Advisor Decades of experience with business owners, S-Corp and C-Corp operators, and real estate investors.
Start With a General Discussion Share a general overview. Arrange secure document delivery with your advisor before sending sensitive records.

No obligation. This is a conversation to explore what's possible for your situation. No pressure, no sales pitch.

Schedule a Call

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