Free · 15 minutes · No obligation
Book a tax strategy call.
Pick a time below. On the call we scope your situation, confirm fit, and quote a flat fee — same call, no follow-up "proposal." Or call (646) 633-5059 directly.
What to expect
The call runs in four parts.
1. Intake
Five minutes. You describe your situation — income types, entities, states, last year's return.
2. Gap read
Five minutes. We tell you what looks right, what looks off, and what's missing from the picture.
3. Scope & price
Three minutes. If we're a fit, you leave with scope, flat fee, and turnaround time. If we're not, we'll say so and suggest a direction.
4. Next steps
Two minutes. Engagement letter and portal open within an hour if you proceed. No pressure if you don't.
Everything on the call is privileged under Circular 230. We do not share notes with any third party without your written consent.