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Choose the session that fits your situation, and we’ll take it from there.

Book a Meeting and Get a Clear Next Step

Whether you need a quick starting point or a deeper strategy conversation, booking is simple and virtual-friendly. Pick a time that works, share what’s going on, and we’ll come prepared.

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Discovery Call

15 minutes • $25

Use this quick call to confirm fit, clarify what you need, and identify the best next step for your business finances or taxes. A $25 deposit is required to book and is non-refundable, which helps protect dedicated time for serious inquiries. Come with a short overview of your business and your biggest pain point, and we’ll help you map the direction.

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1-on-1 Consultation

60 minutes • $150

This is a deeper, hands-on session for business owners who want focused guidance and answers in real time. We’ll use the hour to work through your questions, look at what’s happening underneath the numbers, and outline practical actions you can implement immediately.

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Tax Planning (non-expats)

60 minutes • $500

This session is for proactive tax strategy and is only available to current tax preparation clients. We’ll review your year-to-date picture, identify planning opportunities, and outline actions to reduce surprises and improve predictability.