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Private Consultation

RESERVE your time.

Thirty to forty-five minutes with a tax professional. Leave your details, pick a slot on the firm’s scheduler, and we’ll confirm it.

The session

30–45 minutes on your facts — which service fits, what the timeline looks like, and what it will cost.

$150, credited forward

One private session — and the full $150 is credited toward whichever engagement follows.

The summary

A written recap of what applies, what it costs, and the next step — yours to keep.

Consultations are private conversations, not engagements — no tax advice is rendered until an engagement agreement is signed.

Book a consult.

Reserve a time and we’ll confirm it on the firm’s scheduler.

Thu, Oct 8
Fri, Oct 9
Mon, Oct 12