
In this 30 min call, we would love to learn more about you and your business, what your goals and needs are, and how we can best serve you.

This 30-minute call is a chance to learn about your tax goals, answer initial questions, and see if our approach is a good fit. If it makes sense to move forward, we’ll outline next steps. It’s not a formal consultation, but a confidential, no-pressure way to explore working together.