Option 1: Consultation (45 minutes – $125)

For clients who need clear, professional guidance on a tax concern.

We’ll review your situation, walk through your options, and outline your next steps with clarity and confidence.

Best for:

  • IRS letters or tax notices

  • Complex tax questions

  • Tax planning

  • Understanding filing choices

  • Document review before starting a service

You’ll receive:

  • A clear explanation of your issue

  • Transparent recommendations

  • A personalized action plan

Consultation Credit:
If you continue with any related paid service — including tax planning or tax preparation beyond a simple W-2 — the $125 fee will be fully credited to your invoice.

Note:
A consultation is not required for simple W-2 returns. These clients receive a free 10–15 minute onboarding call.

SCHEDULE
Two human-like holographic figures sitting across from each other at a table, connected by a digital, glowing line simulating a conversation, with a futuristic, data-driven background.

Option 2: Discovery Call (Free, 25 minutes)

A complimentary call for new clients to understand your tax needs and determine which service is the best fit.

During this call, we will:

  • Learn about your situation at a high level

  • Explain how the process works

  • Recommend the right service tier

  • Answer general questions about working together

Note:
This call does not include tax advice or document review.
For IRS notices, tax questions, or planning needs, please book a Consultation.

SCHEDULE