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Initial Consultation

schedule a discovery call to learn how we can help you

  • 15 minutes
  • Phone Call

Service Description

Whether you need help with taxes, filing, or other document preparation matters, we are here to help. Our experienced team will help you navigate the process and make sure you are getting the best outcome possible. Let us help you simplify your personal matters and get the results you need. DISCLAIMER: Our initial consultations are strictly to share more about our services to determine how we can best help you. If you are seeking business advice or tax advice, please ask us about our consulting services that start at $75 an hour.


Cancellation Policy

We do NOT provide any tax, business, or legal documentation advice during an initial consultation. We reserve these free consultations to share more about our services to determine how we can best help you. If you are seeking advice, please ask us about our consulting services that start at $75 an hour.


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