Book your 15-minute Tax Discovery. We figure out the right next step together.
Look — pick a time that works. This isn't a sales pitch. Just so you know, the way we run a Discovery is kinda like going to the doctor — you tell us what's going on, we ask the right diagnostic questions, and by the end of 15 minutes you'll know exactly which path fits — Standard, Comprehensive, Strategic, or a $1,000 Tax Review. If we're not your fit, we tell you that too. Free advice either way.
Held on Google Meet — link sent in your calendar confirmation email.
Calendar shows your local time.
15-minute slots. If the time you need isn't available, drop us a line and we'll make it work.
Four things. That's all.
No deck. No high-pressure close. No surprise pricing. Just a structured 15 minutes to figure out fit.
- 01
We ask about your situation
Income picture. Entities. Pain points. Tax history. The questions that determine which path fits.
- 02
We tell you which tier fits
Tax Review ($1K) · Tax Analysis Standard ($2.5K) · Comprehensive ($5K) · Strategic ($10K) — or "we're not your fit, here's what is."
- 03
We surface anything urgent
Active IRS notice, missed filing deadline, time-sensitive event — surfaced now so it doesn't wait for the full engagement.
- 04
You decide what's next
Engage today. Take time to think. Walk away. All three are fine. No follow-up sequence trying to talk you into anything.