A free review with a CPA on our team. Upload your latest returns securely ahead of time, or simply share your screen on the call, and leave with a one page written snapshot of where you stand, covering what is working, what is leaking, and what to ask next. There is no cost, no obligation, and no pressure.
Most owners have never had anyone look at their whole position, meaning the return, the entity, the owner pay, and the plan, and then say what they see in writing. That is the Snapshot:
After you book, you can securely upload your latest returns through our encrypted link with no account needed, so we walk into the call already knowing your situation. If you would rather not upload anything, just share your screen on the call instead, and either way works.
If we think we can help, we’ll say exactly how and what it costs, flat and in writing. If we’re not the right fit, we’ll tell you that too.
Your situation is a simple W-2 return with no business, rentals, or investments. We’ll tell you that in the first five minutes and point you somewhere good, because your time matters more than our calendar.
When you upload documents, they travel through an encrypted portal built for financial grade security, never an email attachment, and your information is never used for marketing. If you prefer to share your screen on the call instead, that works just as well.
Yes, it is unconditionally free. The call and the written Snapshot cost nothing, whether or not we ever work together.
It’s a review. If we see a fit, we’ll say so plainly and show you the flat fee in writing. If we don’t, we’ll tell you that instead, and the Snapshot is yours either way.
It’s optional but helpful. After booking you can upload your two most recent returns through our secure encrypted link (no account needed), which lets us make the most of your 30 minutes. Or just share your screen on the call, whichever you prefer.
Yes, the whole firm runs virtually, with a simple online setup for documents and signatures when you become a client, so your location is not a barrier.
A CPA on our team, the same credentialed people who prepare and review client work, not a sales rep reading a script.
Tell us who you are, then pick your time on the next screen. We keep review slots limited each week so every Snapshot gets real attention.