Tell us your topic
Share a brief, non-sensitive overview of what you'd like to discuss.
VIRTUAL CONSULTATIONS
A little time.
A lot more perspective.
A focused, private 30-minute virtual conversation about tax strategy and planning. $125 per session.
THE 30-MINUTE EXPERIENCE
Let's talk about what
matters to your money.
Sometimes you don't need a full return prepared—you need clarity about a decision, an unfamiliar tax form, or how to get organized before filing. This is your dedicated space to ask and understand.
Perfect for conversations about
- Self-employment and 1099 tax questions
- Estimated tax payments and planning
- Small business income and expense questions
- Real estate and property-related tax considerations
- Preparing for an upcoming filing season
- Understanding documents or next steps
Good to know
The advisory fee is $125 for 30 minutes. This service does not include preparing or filing a tax return, representation, extensive research, or a guarantee of any tax result. Requests are reviewed before your time is confirmed; payment arrangements follow confirmation.
HOW IT WORKS
Simple by design.
Confirm the details
We’ll review the scope, the $125 fee, and available time options.
Meet virtually
Join your 30-minute session ready with the questions that matter most.