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Schedule a Consultation

What We'll Cover on the Call

1

Your Financial Situation

Tell me about your income sources, businesses, investments, and financial goals.

2

Your Current Tax Strategy

Are you working with someone? Handling it yourself? Let's discuss where you're at.

3

Opportunities & Next Steps

I'll share initial thoughts on potential optimization strategies.

Pick a Time That Works

Common Questions

Is the consultation really free?

Yes, 100% complimentary with no obligation. It's a chance for us to see if we're a good fit for each other.

How long is the call?

Usually 15-20 minutes. Enough time to understand your situation and see how I can help.

What should I prepare?

Just a general idea of your income sources, current tax situation, and your biggest concerns. No documents needed.

What if I'm not ready to commit?

Totally fine! The call is just a conversation. Zero pressure to sign up for anything.