Schedule a Free Tax Discovery Session

After answering a few questions, please choose a date and time for the meeting. Your answers will help us be better prepared to analyze your situation.

During this 30 minutes virtual meeting, we’ll take some time to get to know each other.

We’ll discuss:

• Your unique scenario
• How we are different from other tax professionals
• How our 2x ROI guarantee works
• How we determine the return on investment in our services
• Our pricing and next steps
• Any questions or concerns you may have

Ready to Schedule? Fill out the form ➟

Note: To honor our 2X ROI guarantee, our clients must earn a minimum of $400,000 in taxable income annually and own a business earning $50,000 or more as an independent contractor. For those without a business but earning $400,000 or more in taxable income annually, we offer an Investor Package, which is popular among medical professionals with high W-2s who also invest in real estate and other investments.