Not ready for the full Discovery yet? Start here.
Look — for most prospects, the 15-minute Discovery call is the right first step. It's structured, it's scheduled, and you'll get a real read on your situation. Just so you know, if you're not ready for that, you have two lighter options below — and either way, we'd rather you start where you're actually comfortable than skip a step.
This is a short call. Not a full review.
If your situation has real depth — multi-entity, multi-state, an active IRS issue, a recent business exit — book the full Discovery (15-20 min) instead. The intro call is for prospects who want to test the waters first.
- You want a quick read before committing to a full Discovery
- You're not sure if your situation even warrants ETS
- You have one question you want a real human to answer
- You're considering us but want to vibe-check first
- You're ready to engage and just need to confirm the tier
- You have an active IRS notice or filing deadline
- You have multi-entity or multi-state complexity
- You want a full deliverable spec'd on the call
Discovery is best. But here are the alternatives.
If the Discovery call feels like too much commitment for where you are right now, here are two lighter front doors. Both still route to Discovery if you decide we're a fit.
Book a free call
Scheduled. Structured. The fastest path to a real read on your situation. Not a sales pitch — we route you to the right ETS tier or tell you we're not your fit.
Book a free call →Give us a call
Catches us live if it's business hours. Discovery is still better — it gives us time to look at your situation before we talk. But if calling is faster for you, we'll pick up.
(210) 610-2727 →Mon–Fri, 9 AM – 5 PM Central