Jake Adams
Book a call with me:
New Client - Intro Call (15 min)
New Clients - I'm looking forward to meeting with you during this quick 15 minute intro call.
This is to answer any questions you have about working together or to determine if we are a best fit for you. Please note that we will not have time to discuss specific tax strategies or scenarios - as these are explored in our comprehensive consultation.
New client - 2 hr Comprehensive Consultation ($1000)
This is for new clients only - In our deep dive advisory meeting we:
- Review your business entities and structures
- Examine business incomes and cash flows for maximum tax deductions and credits
- Explore your business, life, and wealth goals to ensure you are on the right track
- Ensure that your bookkeeping and financial systems are providing you the data you need
When you work with us on a Comprehensive Consultation, we assure you that the strategies discussed will result in a minimum savings of $1,000 on your taxes, or you will get a full refund plus $500.
By implementing our tax strategies, the tax savings you’ll gain will consistently exceed the cost of our services. It’s a commitment that your investment is not just an expense but a strategic move toward greater financial returns.
Quick Tax, Technical, Support, or Billing Question (15 min)
15 minute meeting for a quick tax or other question.
- I.E. "What is my tax rate if I buy equipment or sell a stock?"
- I can't log into the portal or view my shared Google Sheets Drive
- I need to update my billing with you or pay over the phone
Current tax year question, review, or follow-up (30 min)
Book this meeting if we are actively working on your current tax return and you have either a question, request to review the return together, or follow-up from an email or phone call (30 min)
Tax Planning for current planning clients (60 min)
This meeting is for tax planning clients to review the current tax year taxes, estimates paid or due, or to make strategic tax moves (60 min)
