Bring your most recent tax return, any IRS notices if applicable, and a list of questions. We’ll guide you on specific documents during scheduling.
Get personalized tax advice from our CPA-led team. Choose the expert that matches your needs and schedule your free consultation today.
Select the consultation that best fits your current needs
45 minutes • Comprehensive review of your tax situation with actionable recommendations
30 minutes • Urgent help with IRS notices, audits, or tax debt issues
30 minutes • Urgent help with IRS notices, audits, or tax debt issues
60 minutes • Entity selection, tax optimization, and compliance setup for new businesses
Choose the team member whose expertise aligns with your needs
Leading CPA with expertise in strategic tax planning for entrepreneurs and growing businesses. Specializes in minimizing tax liability through legal strategies.
Success Story: Saved client $127K through strategic S-Corp election and expense optimization
Expert in resolving complex IRS issues with a track record of successfully negotiating tax debt reductions and payment plans.
Success Story: Reduced $84K IRS debt to $2,100 through Offer in Compromise
Payroll expert ensuring businesses stay compliant with federal and state employment tax requirements while optimizing payroll processes.
Success Story: Saved client $35K annually by correcting worker misclassification issues
Provide your details below and we’ll connect you with the right expert
We’ll review your current tax situation, identify opportunities for savings, and provide actionable recommendations you can implement immediately.
Yes! The initial consultation is completely free with no obligation. We want to provide value upfront and earn your trust.
Most consultations last 30-45 minutes, depending on the complexity of your situation and the type of consultation selected.
Bring your most recent tax return, any IRS notices if applicable, and a list of questions. We’ll guide you on specific documents during scheduling.
Join 2,500+ smart business owners who get exclusive tax strategies, deadline reminders, and money-saving insights delivered monthly.
Monthly insights that could save you thousands
Never miss a critical tax date again
Be first to know about new opportunities
Stay compliant with regulation changes
Join the exclusive community of tax-savvy entrepreneurs
First newsletter arrives in 24 hours with immediate tax-saving strategies you can implement this month.
Mon-Fri, 9AM-6PM PST
We respond within 24 hours
Serving clients in 20+ states