This call is to see if we are a good fit to file your tax return. No tax strategy questions will be answered.

This call allows us to see if we are a good fit to work with each other in the Insurance Agent Accelerator.

This call allows us to see if we are a good fit to work with each other in the Small Business Accelerator.

Schedule this service if you are interested in starting or have just started a new business. The foundation of a good business is making sure you are properly organized and tracking income and expenses accordingly. This service is provided via Zoom or can be done on the phone and provides clarification on what type of tax structure you should have, what systems you should have in place to do your billing and expense tracking, and what you should prepare for tax time.

Book this call if you think we are a good fit to partner in some type of capacity. I'd love to see how we can be of service to each other.