20 minute introductory call
Discuss your situation at a high level
See if we are a good fit to work together
No preparation required
Cost: $0
I'll trade your IRS stress for financial success
60 minute one on one consultation
Review specific situation and questions
Walk through numbers or spreadsheets together
Answers, clarity, and an action plan
Investment: $300
I'll trade your IRS stress for financial success
Reserve your spot for 2026 tax filing
Quick signup form and engagement letter
Personal and business returns
Deposit: $500
I'll trade your IRS stress for financial success
