Comprehensive Consultation
Trifecta diagram (business, assets, estate, tax) with recommendations and actions items.
Consult with Tax Attorney up to 2 hours on tax strategy and application of our 31-point tax planning checklist.
Review of prior-year tax return and recommendations on specific tax and legal strategies.
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Starting at $1,295
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(Monthly and Quarterly meetings available)
Important Note
I have a strong appreciation for offering consultations from 5 PM to 10 PM and on weekends, catering to business professionals and high W2 earners who cannot meet during regular hours. From an operational perspective, this schedule is advantageous because it allows me to handle calls with agencies, referral sources, and government entities during the day. I believe this flexibility is a key point to emphasize, as it aligns with the needs and schedules of my clients.