Welcome — and thanks for your interest in working with my firm. To help you book the right appointment, please choose the calendar that best matches what you need. Each option includes a short intake form so I can review your situation and come prepared with clear next steps.
Choose your appointment:
- Tax Preparation (30 min): Individual, business, trust/estate, or nonprofit filing needs
- Tax Planning (45 min): Proactive strategy to reduce taxes legally and plan year-round
- Tax Planning + Tax Resolution (45 min): Planning and/or IRS/state notices, back taxes, audits, penalties, payment plans
- Accounting + CFO Advisory (30 min): Monthly financial clarity, cash flow, profitability, decision support
- Exit Planning (30 min): Build an exit-ready business and a roadmap to increase transferable value
- M&A Advisory (30 min): Actively buying/selling, raising capital, LOI/due diligence support
- Valuation (30 min): Valuation for sale, buyout, estate/gifting, financing, or planning
- Business Advisory (30 min): Other strategic needs (structure, operations, compliance clean-up, planning)
- Partnerships (30 min): For CPAs, attorneys, lenders, advisors, and collaborators (referrals/co-marketing)
If you’re unsure, start with Business Advisory Intro and I’ll route you from there.