A quick introductory call for us to say hello and for you to share what you’re looking for. This is not for specific tax or financial questions—just a chance to see if we’re a good fit to work together. If you decide to move forward as a client after our meet & greet call, 10% will be deducted from your first invoice as a thank-you for choosing to work with us.

Pricing varies based on the complexity of your consultation. We'll reach out before the meeting to gather essential details and provide an estimated fee based on the time and complexity involved.

Pricing varies based on the complexity of your consultation. We'll reach out before the meeting to gather essential details and provide an estimated fee based on the time and complexity involved.

Pricing varies based on the complexity of your tax situation. We'll reach out before the session to gather essential details and provide an estimated fee based on the time and complexity involved.