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STX Tax Strategy Training Follow Up - 15 to 30 min
In this introductory call, my goals will be to answer any questions you have from the training and get to know you and your business, understand what ...
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30 minutes
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Intro to R&D - 10 to 20 min Call
In this introductory call, I will simplify the Research and Development Tax [R&D] Credit and help you understand how your business may qualify to ...
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15 minutes
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Let's Connect! - 5 to 15 min Call
In this introductory call, my goal will be to understand what's most important to you, and what your vision is for the future, and to see how I might ...
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15 minutes
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Tax Review - 10 to 20 min Call
During this call, our goal will be to look at your current tax situation and look at some key indicators of where you may be overpaying and then to co...
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15 minutes
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ERC Wrap-Up Call - 10 to 20 min Call
In this call we’ll go over how much you’ll be receiving for your Employee Retention Credit [ERC]. My team has handled all the 'heavy lifting' of c...
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15 minutes
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R&D Wrap-Up Call - 10 to 20 min Call
In this call we’ll review your estimated return for the Research and Development [R&D] Credit. My team has handled all the 'heavy lifting' of ca...
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15 minutes
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Shop Owners Wealth Lab Intro - 5 to 15 min Call
In this introductory call, my goal will be to understand what's most important to you, and what your vision is for the future, and to see how we can h...
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15 minutes
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TRP Follow Up - 15 to 30 min
In this introductory call, my goals will be to answer any questions you have from the event and get to know you and your business, understand what is ...
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30 minutes
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