BOOK YOUR CONSULTATION.
Comprehensive Tax assessment
Personalized Tax plan, trifecta of business and financial structure, and plan to help you reach your goals
Quarterly Calls to implement plan and financial strategies of goals
Helpful tools, tips, and tricks for navigating your unique obstacles
Ongoing Tax Strategist/Advisor on your team through the year
FAQs
What is included in a tax planning/consulting call?
Each session is customized to your specific needs but typically includes reviewing your current financial and tax situation, identifying immediate tax savings opportunities, and outlining strategic financial next steps tailored for your business.
How much does a consulting session cost?
One off Consulting sessions are priced at $275 per hour. Tax Planning starts at $1,500+
Who benefits most from these sessions?
Entrepreneurs, small business owners, and individuals seeking clarity, strategic guidance, and personalized advice to optimize their taxes and financial health.
Do I need to prepare anything before my session?
Yes, please come prepared with recent tax returns, current financial statements (profit and loss, balance sheet), and a list of financial or business goals you'd like to discuss.
Can I implement the strategies myself after the call?
Absolutely! You’ll receive clear, actionable steps you can follow independently. However, ongoing support is available if you prefer hands-on assistance.
Can this session help if I already have an accountant or bookkeeper?
Yes. These sessions provide strategic guidance that complements the work your accountant or bookkeeper already does, focusing on proactive tax planning, financial strategy, and wealth-building.