Get Started by Booking a Tax Discovery Session

Ready to take control of your finances and leave your taxes in the hands of a trusted professional? Awesome! Here are your next steps:

1) Book your Tax Discovery Session. You’ll be able to pick a date/time that works for you, fill out our intake questionnaire, and complete your payment all in one place.

2) During your 45-minute session, we’ll assess your immediate needs, take time to understand your goals, and answer any questions you have (yes, even the questions you feel silly asking. Bring it.).

3) After the discovery session, if we think we’re a good fit, we’ll move on to Phase 2 and start developing your Proactive Entity & Tax Planning Strategy.

Have questions?

You can contact us with this form and we’ll get back to you.