The 15-minute discovery call is free — a fit check, not a pitch. The 30- and 60-minute sessions are paid working consultations: real strategy, written follow-up, and the fee credited back if you proceed to a full engagement.
Every session is led personally by the Managing Partner (EA, MBA) — no junior hand-offs. Specialty depth in digital assets, equity events, and cross-border. AI notetakers welcome.
A fit check. We map your situation, confirm we are the right firm, and outline next steps. If it is a fit, a fixed-fee proposal follows by email.
A focused working session on a single, well-defined question — entity structuring, crypto reconciliation, an IRS notice, an equity event, or a cross-border position.
A full diagnostic for multi-asset planning, multi-year crypto remediation, entity restructuring, QSBS and §1202, pre-transaction planning, or layered cross-border situations.
Working consultations, not sales calls. The same sequence in both paid tiers, scaled to time and depth of deliverable.
Upload prior returns, brokerage or exchange summaries, and any IRS notices through the secure link in your confirmation. Your advisor reviews everything before the call.
Zoom opens with §7216 consent on screen. Your notetaker joins if you have enabled one. We work the actual problem — no pitch.
30-minute: summary and action items within 48 hours. 60-minute: full diagnostic memo with positions and citations within 5 business days.
Engage within 30 days and your session fee is credited dollar-for-dollar toward the engagement. No pressure if you do not.
Bring an AI notetaker if you like — Otter, Fireflies, Granola, Zoom AI Companion. Calendly surfaces this in your confirmation email. Every paid session opens with the IRC §7216 tax-information disclosure consent on screen before substantive discussion; that consent governs how your data is used, including any AI processing.
Notes and recordings are yours. We do not share session content with any third party without your written consent. All sessions are confidential professional communications under Circular 230.
After you book a paid session, a secure payment link follows by email and is due before the call. Need to invoice through your business instead? Email tax@empowercapital.co and we will send a QuickBooks invoice on Net-15 terms.
That is exactly what the free 15-minute call is for. If we are not the right firm we say so on the call and, where we can, point you toward the kind of practitioner who is. No invoice, no follow-up sequence.
Yes. Engage within 30 days of a paid session and the full fee is credited dollar-for-dollar against the engagement fee. It appears as a line on the written proposal, so you see it before you accept.
After booking, a secure payment link follows by email and is due before the call. Prefer to run it through your business? Email tax@empowercapital.co and we will issue a QuickBooks invoice on Net-15 terms.
Every confirmation email carries reschedule and cancel links. Reschedule up to 24 hours before the call at no charge. Inside 24 hours, email us — we will still work with you.
If you are deciding whether to work with us, book the free discovery call. If you already know the question and want an answer you can act on this week, book the 30-minute strategy session. If the situation spans multiple years, multiple entities, or multiple countries — and you want it in writing with citations — book the 60-minute diagnostic. See how full engagements run →
No pitch, no obligation. Or call (646) 633-5059 and ask for the Managing Partner.