Get clear answers, a simple plan, and the right next steps—without the stress. Choose the consultation you need below.
Big Ideas, Real Impact. Big Ideas, Real Impact
Big Ideas, Real Impact. Big Ideas, Real Impact
Tax Prep Consultation
Have questions about your taxes before or after you file? This consultation is for individuals, families and business owners who want clarity on their tax situation—filing requirements, credits/deductions, self-employment income, life changes, and what to expect before filing.
No tax preparation is included—no return will be completed or filed during this appointment. If you choose to have your taxes prepared with us, your consultation fee will be credited toward your tax prep service. You’ll leave with: clear next steps + what documents you’ll need.
Annual Bookkeeping Cleanup Consultation
Not sure where to start with your books? This consultation is for business owners who need help understanding what’s missing, what needs to be cleaned up, and what it will take to get tax-ready financials. We’ll review your situation, discuss your cleanup timeframe and complexity, and outline next steps. No bookkeeping cleanup work is completed during this appointment. If you move forward with our cleanup services, your consultation fee will be credited toward your cleanup package.
Business Formation Consultation
Looking to start a new business—or not sure if your current business setup is done correctly? We’ll help you get it structured the right way with entity setup guidance, EIN registration support, and help choosing the best structure for your goals. Simple, stress-free support so you can launch with confidence and stay compliant from day one. This is best for: “I’m ready to get legit” / “I need to fix my setup”. After this meeting, you’ll leave with a clear setup plan + next steps checklist.
This consultation is designed to give you clarity on the best structure for your goals, what you need to be compliant, and the exact next steps to get set up the right way. No services are rendered during this appointment and no business setup is completed. If you decide to move forward with business formation services with us, your consultation fee will be credited toward your service package.