It all starts with
a call

We start with a free 15-minute discovery call to learn about your business, tax history, and goals.

We review your last 3 years of tax returns and have you complete a secure intake form through Canopy. This ensures we catch any red flags and optimize your plan.

Your tax strategy is a lighthouse for your long-term financial planning. We will present a strategy that offers detailed savings calculations and scenario modeling, estimated tax payment plans for complex income streams, and a formal report you can use year-round for decision-making. We will also provide ongoing support throughout the year to adjust your plan as needed and answer questions for you along the way.