Reserve Your Discovery Chat
To get started, please complete the questionnaire first—then you’ll pick a time to meet.
Answer a few questions so we can confirm fit and recommend the right next steps.
A quick intake (5–10 minutes) so we can prepare before you meet with us
When the Discovery Chat is a good fit
Business Owners (Growth & Clarity)
- You suspect your books or tax strategy are costing you money (and peace of mind)
- Your household income or business revenue is roughly $250K–$7.5M+
- You want a CPA partner who brings clarity — not confusion
- You’re done guessing, Googling, or gut-checking financial decisions
- You’re ready to move from reactive accounting to proactive strategy
IRS / State Tax Issues (Protection & Resolution)
- You’ve received IRS/state letters, have back taxes, or are behind on filings and need a clear resolution plan.
- You want to get compliant first—then choose the best long-term resolution path (payment plans, penalty relief, levy release, etc.).
- You want representation and a proactive plan to prevent repeat problems.
Estates & Trusts (Legacy & Wealth)
- You’re administering an estate or trust with investment income, property sales, or distributions and need clean reporting and K-1s.
- You need help determining what must be filed and when (final 1040, 1041, state filings, beneficiary K-1s).
- You want a CPA who can coordinate with your attorney and keep documentation defensible.
This Discovery Chat may not be the right fit if…
- You prefer a low-touch or transactional CPA, rather than an ongoing strategic partner.
- You want someone to file your taxes—but not explain your numbers.
- You’re looking for one-time filing only, without a plan or follow-through.
- You’re prioritizing the cheapest possible option over accuracy, strategy, and long-term risk.
- You’re not ready to follow a step-by-step plan or provide the documents needed to move forward.
- You’re chasing aggressive tax schemes from strategists who won’t stand behind their work—or represent you if the IRS comes calling.
- You’re not willing to share the basic information needed to understand your situation (notices, prior returns, and key records).