Book your 15-minute Tax Discovery. We figure out the right next step together.
Look — pick a time that works. This isn't a sales pitch. Just so you know, the way we run a Discovery is kinda like going to the doctor — you tell us what's going on, we ask the right diagnostic questions, and by the end of 15 minutes you'll know exactly which path fits (because we're in your numbers year-round, not just in April) — Standard, Comprehensive, Strategic, or a $1,000 Tax Review. If we're not your fit, we tell you that too. Free advice either way.
Held on Google Meet — link sent in your calendar confirmation email.
Request your free discovery call.
Tell us where to reach you and we'll get you scheduled. A quick, no-pressure conversation about your tax situation and goals.
You're all set.
We got it. Someone from our team will reach out shortly to schedule your free discovery call — keep an eye on your phone.
We'll call from (210) 610-2727. Save the number so you know it's us.
Or grab a time right now
Four things. That's all.
No deck. No high-pressure close. No surprise pricing. Just a structured 15 minutes to figure out fit.
- 01
We ask about your situation
Income picture. Entities. Pain points. Tax history. The questions that determine which path fits.
- 02
We tell you which tier fits
Tax Review ($1K) · Tax Analysis Standard ($2.5K) · Comprehensive ($5K) · Strategic ($10K) — or "we're not your fit, here's what is."
- 03
We surface anything urgent
Active IRS notice, missed filing deadline, time-sensitive event — surfaced now so it doesn't wait for the full engagement.
- 04
You decide what's next
Engage today. Take time to think. Walk away. All three are fine. No follow-up sequence trying to talk you into anything.