Our Consultation Options give you direct access to our tax, accounting, and financial professionals for expert guidance and tailored strategies. Whether you need quick tax clarification, audit support, or an in-depth business planning session, our advisors provide clear, practical, and actionable insights that help you make informed financial decisions with confidence.
Available Consultations:
General Tax Consultation – Ideal for personal or small business tax questions and compliance reviews.
Business Strategy Session – Strategic financial planning and growth consultation for startups or expanding firms.
Audit / IRS Resolution Review – Advisory support for tax audits, IRS notices, or penalty resolutions.
Financial Advisory Consultation – Comprehensive budgeting, performance, and investment guidance.
Business Startup Consultation – Advisory for entity setup, structure selection, and initial compliance.
Available: Online nationwide or in-person by appointment
Why It’s Unique: Flexible, transparent, and goal-focused — our consultations deliver real value and clear next steps without unnecessary jargon.
Price: $175 (One-time or Monthly)
Book Your Consultation:
Starter (Online) – 1 hr @ $175
Standard (Online) – 1.5 hr @ $325
Extended Advisory (Online) – 2 hr @ $495
One-time purchase: 1× 60-minute consultation (Starter Online).
Monthly subscription includes:
✓ 1 × 60-minute consultation (online)
✓ Email follow-up and summary notes
✓ Monthly planning or compliance tip
Note:
In-person consultations outside our main office may include additional costs for travel or setup.
All additional charges will be confirmed before appointment approval.
Subscriptions renew monthly and can be canceled with 30 days’ notice before the next billing cycle.
