There is never a charge for the initial consultation.

What to bring:

  • Three prior years tax returns.
  • Three prior years financial statements, if applicable.
  • Your list of questions for us.

In our meeting we will discover:

  • If you are receiving all the tax deductions and credits available to you.
  • If you have an intractable tax problem or issue.
  • If your investments and business interests are structured to minimize taxes and limit liability exposure.
  • If you are paying the lowest tax legally possible.

During our initial meeting we will discuss your needs and how we can help. After tax consulting, we will estimate the fees for the services you need. If we agree to move forward, we will work with you to develop an action plan and budget based on your unique needs and circumstances.