Book Your Free Consultation

Schedule a complimentary 30-minute consultation with one of our certified CPAs. We'll review your tax situation and show you exactly how much you could save.

No Obligation

Completely free consultation with no pressure to commit. Just honest advice from experienced CPAs.

Personalized Review

We'll analyze your specific tax situation and identify immediate savings opportunities.

Clear Next Steps

Walk away with a clear understanding of your options and a roadmap for tax savings.

What Happens After You Book?

1

Confirmation Email

You'll receive an instant confirmation with calendar invite and video call link.

2

Preparation Email

We'll send a questionnaire to help us understand your situation before the call.

3

Video Consultation

Meet with a CPA via video call to discuss your tax situation and savings opportunities.

4

Custom Proposal

Receive a tailored service proposal with transparent pricing and next steps.

Need to reschedule? No problem. You can reschedule or cancel anytime using the link in your confirmation email.