Two ways to start, one team behind you.

If you’re not yet sure what services you need or whether we’re the right fit, start with the Discovery Call. If you already know you need help with a specific situation — starting a business, restructuring an entity, resolving IRS issues, or navigating multi-state or cross-border tax — book the Initial Assessment directly.

It happens often. If during your Discovery Call it becomes clear that your situation needs a deeper look, we can transition into an Initial Assessment right then — no need to end the call and rebook. If we go that route, the assessment fee applies and the additional time is added. We will always let you know before making that shift so you can decide.

The Initial Assessment fee covers the diagnostic work and written summary, which you receive regardless of whether you move forward. It is not refunded if you choose not to engage — but $100 is credited toward your engagement if you sign within 30 days. If the session didn’t deliver real clarity, reach out and we’ll make it right.

Yes. We currently serve clients in 16+ states and work with international clients with U.S. business interests. Both call options are available by phone or video, and our team is fully bilingual in English and Spanish.