How it works

1. Schedule a free consultation

   • Choose a convenient time for a brief, no‑cost consultation.

2. Tell me about your situation

   • During the consultation, I’ll ask targeted questions to understand your tax or accounting needs, current issues, and desired outcomes.

3. Receive a recommended plan

   • Based on the information you provide, I will recommend the service that best fits your needs and explain what’s included.

4. Clear pricing — no surprises

   • You’ll get straightforward pricing with no hidden costs or added fees. Any optional services will be presented with clear, itemized costs before you commit.

5. Decide how to proceed

   • If you choose to move forward, we’ll agree on deliverables, timeline, and payment terms so you know exactly what to expect.

Schedule your free consultation today to get a tailored recommendation and transparent pricing.