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Other Appointment Options
Tax Preparation Consultation
For individuals, self-employed, and small businesses.
Small-Business Tax Advisory
Entity structure, tax planning, and ongoing support.
Estimated Tax / Year-Round Planning
Get ahead of your tax obligations and avoid surprises.
Not sure which appointment to choose?
Before Your Appointment
Check Your Email
You'll receive a confirmation with the appointment details and a short client intake form.
Complete the Intake Form
This helps me understand your situation and make the most of our time.
Gather Relevant Documents
A list of helpful documents will be included in your confirmation email.
Come Ready With Questions
There's no such thing as a bad question.
Frequently Asked Questions
We’ll review your tax situation together, talk through your options, and outline a clear next-step plan tailored to you.
Yes. The 60-minute consultation is a flat $75 with no hidden fees.
Absolutely. You can meet by phone or secure video, whichever you prefer.
Just use the link in your confirmation email to reschedule at any time.
Select the tax resolution consultation and we’ll figure out the right path together.
If representation is the right fit, we’ll discuss engagement options during your appointment.