Book a Tax Consultation.
Get Clarity Before You Start.
This free 15-minute tax consultation is designed to clarify what you need, what documents apply, which tax service fits your situation and what the next sensible step should be.
A simple tax consultation before a complicated tax situation.
The goal is to leave the call knowing the next step, the documents that matter and which service best fits your situation.
Quick Situation Review
Share whether the issue involves a personal return, business taxes, back taxes, an IRS notice or another tax question.
Document Checklist
Identify the most relevant documents and map what to request if important records are missing.
Next Step + Pricing Range
Review the likely service path, timing expectations and starting-at pricing based on complexity and scope.
Understand the starting range before moving forward.
Final pricing depends on complexity, entity type, number of tax years and the completeness of your records. Your consultation helps clarify the likely range before work begins.
Individual Tax Return
- W-2 / 1099 income
- Common credits and deductions
- Complexity reviewed before engagement
Multiple states, investments and other complexity may increase the fee.
Business Tax Return
- Small business filings
- Entity type affects pricing
- Organized books can improve the process
Pricing varies based on entity type, complexity and bookkeeping readiness.
Prior-Year Tax Returns
- Identify missing filing years
- Determine the filing order
- Build a document-replacement plan when needed
Bring what you have. We can identify the gaps from there.
You do not need a perfect document package before the tax consultation. These items simply make the initial conversation more useful.
Always Helpful
- Last filed tax return, if available
- Any IRS or state notices
- Photo identification when verification is required
Income Documents
- W-2s, 1099s and K-1s, if applicable
- 1099-G or SSA-1099
- Brokerage statements, if applicable
Self-Employed / Business
- Income summaries from processors or invoices
- Expense summaries by category
- Bank statements when supporting records are incomplete
Clear expectations before the appointment.
Remote Nationwide
Most clients meet remotely. After the call, you can receive the appropriate checklist and next steps.
In-Person, If Available
If in-person appointments are available in your area, options can be confirmed during booking.
24-Hour Cancellation Policy
Please cancel or reschedule at least 24 hours before the appointment so the time can be offered to another client.
Common questions before booking a tax consultation.
Is the initial tax consultation free?
Yes. The 15-minute call is free and designed to clarify what you need, which documents apply and which service is the best fit.
Do you work remotely and nationwide?
Yes. Most clients meet remotely. If in-person appointments are available, those options can be confirmed during booking.
What do I need to bring to the call?
Bring any IRS or state notices, your last filed return if available and income documents you already have. Missing documents can be identified during the consultation.
What is the cancellation policy?
Please cancel or reschedule at least 24 hours before the appointment so the time can be offered to another client.
Start with 15 minutes of clarity.
Explain what is happening, bring the documents you already have and leave with a clearer next step.
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